Services
Independent financial advisory
We design personalized investment strategies for each client, with a long-term vision and without conflicts of interest.
Financial and Estate Planning
We design tailored financial plans that integrate each client’s various assets and goals.
At Lourido Partners, we understand that each client is unique, which is why we apply a simple and rigorous process:
- Client knowledge.
We thoroughly analyze your situation, objectives, and asset horizon. - Financial plan design.
We define a personalized strategy with a coherent and realistic investment policy. - Implementation and coordination.
We collaborate with banks, custodians, and external advisors to execute decisions efficiently. - Monitoring and reporting.
We offer continuous monitoring, with clear reports and regular meetings to evaluate results and adapt to changes in the market or the client’s needs.
Portfolio Advice
We supervise and consolidate investment portfolios independently, prioritizing diversification and efficient risk management.
Each recommendation is tailored to our clients’ profile, objectives, and time horizon.
Communication with banks and custodians
We select and negotiate with the financial institutions that best suit each client.
We analyze costs, products, and conditions with complete objectivity, guaranteeing transparency and operational efficiency.
We review the overall structure of the assets, the associated fees and costs, and coordinate with tax advisors to design comprehensive strategies that optimize profitability, taxation, and control.
Alternative Investments
We identify opportunities in private equity and private debt with a prudent and diversifying approach.
We evaluate each project rigorously, seeking risk-adjusted returns and strategic sense.
We assist our clients in the creation and investment in Venture Capital Companies (VCC), offering support in their structuring, selection of managers, and monitoring of the investment.
Our backbone
The DNA that runs through all our services
- Real independence
Without links to financial institutions, products, or third-party incentives. Recommendations are based solely on the client’s interest. - Total transparency
Clarity on costs, risks, and results. Each client knows at all times how much they pay and what they get in return. - Alignment of interests
Fees are designed so that the client’s success is also ours. - Global and prudent vision
Experience in international markets and a management approach that prioritizes asset preservation and long-term stability. - Technical rigor and disciplined analysis
We evaluate each investment—from financial assets to private equity projects—with a systematic and objective method. - Common sense and simplicity
Clarity in advice is an essential principle: we avoid unnecessary complexities and opaque structures. - Personal relationship and commitment
Each client has a reference advisor who accompanies them constantly, with close monitoring and direct communication. - Efficiency and cost control
Continuous review of fees, banking conditions, and structures to optimize net profitability and taxation. - Governance and intergenerational vision
We accompany families in the planning and transmission of assets, with solid and transparent structures—including VCCs or other specific vehicles. - Confidentiality and professional ethics
We act with the utmost discretion and respect towards the information and decisions of our clients.
