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
- Independence, transparency, and alignment of interests
We operate without ties to entities or proprietary products. Our remuneration comes exclusively from the client, ensuring neutrality and full clarity on costs, risks, and results. - Global and prudent vision. Experience in international markets and a management approach that prioritizes wealth preservation and long-term stability.
- Technical rigor and disciplined analysis. Systematic and objective evaluation of any investment, from liquid markets to private equity opportunities.
- 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 dedicated advisor who provides constant support, with close monitoring and direct communication.
- Efficiency and cost control. Continuous review of fees, banking conditions, and structures to optimize net profitability and taxation.
- Confidentiality and professional ethics. We act with the utmost discretion and respect for our clients’ information and decisions.
