Company Profile
AG Family Office EAF is a wealth management firm and independent investment advisor based in Tarragona, Spain. Registered with the Comisión Nacional del Mercado de Valores (CNMV), the firm offers personalized and transparent financial planning and wealth management services. They distinguish themselves from traditional banking institutions by providing an integrated solution focused on the client's best interests, ensuring full transparency regarding investments and costs.
The firm was established in 2012 with the aim of creating an alternative financial advisory model, independent from traditional banking. AG Family Office emphasizes a long-term investment philosophy, believing that participation in company capital is the most effective strategy for sustained growth. They operate with a partnership mentality, aligning their family's wealth alongside their clients' investments to incentivize efficient, risk-adjusted returns.
AG Family Office provides access to a global and diversified investment portfolio through a fund of funds, investing in 25 different managers. They also co-invest 15-20% of their capital in this fund, demonstrating a strong alignment of interests with their clients. Their services include financial planning, investment advisory for portfolios of investment funds and ETFs, and comprehensive family office services, guiding families on intergenerational wealth building. The firm focuses on active management, low-cost vehicles like ETFs, and a disciplined investment approach that avoids short-term market timing.
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