Family Offices in Spain

Alea is the dedicated family office of the Roviralta family, owners of Persán, a leading European manufacturer of laundry and home care products. Created to manage and diversify the family’s wealth, Alea focuses on both financial returns and long-term value creation across multiple asset classes. The office plays a central role in overseeing the family's investment strategy while aligning it with their values and legacy objectives. Operating with a long-term horizon, Alea invests in a wide array of opportunities including venture capital, private equity, and real assets. It actively supports innovation-driven companies and entrepreneurs, often participating in early-stage rounds to back scalable, high-impact solutions. The office leverages its industrial background and business acumen to provide more than just capital, often acting as a strategic partner to portfolio companies. Alea maintains a flexible investment mandate and a strong interest in sectors where it can contribute meaningful insight or strategic value. It is particularly active in Spain and Europe but remains open to global opportunities that align with its investment philosophy. With a focus on sustainability, impact, and innovation, Alea continues to evolve as a modern, forward-thinking family office.

Aser Capital is a Spanish family office founded in 2008 and based in Madrid, Spain. The firm invests across multiple stages including seed, early-stage, and later-stage companies, with a primary focus on consumer products, consumer services, and information technology sectors.Aser Capital takes a diversified approach to investing, supporting entrepreneurial ventures and growth companies in Spain and across Europe. The family office has made notable investments in companies such as Washrocks, a services platform, and Textura Interiors, a home furnishings company, reflecting its interest in consumer-facing businesses and innovative service models.

Beamonte Investments is a global single-family office established in 2000, specializing in private equity and structured lending. The firm operates as both a principal and agent, having executed transactions exceeding US$8 billion across diverse industries and geographical regions. Their investment philosophy centers on long-term value creation and disciplined practices, positioning them as an agile capital partner for growth-oriented companies. Beamonte Investments is distinguished by its independence from outside limited partners, which grants it the flexibility to act swiftly and strategically in unique situations, unconstrained by traditional mandates or fundraising cycles.The firm actively invests in private growth companies, prioritizing those with predictable, recurring revenue streams, strong capital efficiency, and robust competitive advantages. Beamonte Investments adopts a hands-on approach, collaborating closely with entrepreneurs and management teams to implement best practices, scale operations, and navigate complex market environments. Their engagement post-investment is deep, working alongside leadership to define long-term roadmaps and carefully selecting board members who serve as trusted advisors, fostering constructive dialogue for better decision-making.Beamonte Investments focuses on building enduring, scalable platforms that deliver consistent, risk-adjusted returns, emphasizing patience, partnership, and value creation over quick exits. Their sector interests span Media, Financial Services & Fintech, Healthcare, Healthtech & Medtech, Technology, Software & Gaming, Business Services, Real Estate, Education & Edtech, and Manufacturing. The firm maintains offices in New York, Mexico City, London, and Madrid, enabling them to source and execute transactions across North America, Latin America, and Europe, with particular expertise in underserved and fragmented markets where operational insight and patient capital can generate significant value.Luis F. Trevino serves as a Senior Managing Director at Beamonte Investments and leads the private equity arm, Beamonte Capital Partners, which focuses on opportunities in Latin America. He also presides over Beamonte Mexico Holdings (BMXH), a diversified holding company targeting private and public investments in Mexico. Trevino's extensive background includes investment banking, private equity, strategic consulting, and corporate finance advisory, with significant experience in leveraged finance, distressed debt, and cross-border transactions in the US and Latin America. He has been involved in structuring numerous debt transactions across various industries, including health, IT, and pharmaceuticals.

Cartera de Inversiones C.M. S.A. is a family office and holding company established in 1988 by Joaquín Molins. The firm's primary objective is to consolidate and manage the Molins family's assets, focusing on wealth preservation and its development across future generations. Their investment strategy emphasizes achieving reasonable returns while maintaining a controlled level of risk through diversified asset management.The firm's investment activities span several key areas, including financial assets within capital markets, venture capital investments, and business acquisitions. Additionally, Cartera de Inversiones C.M. engages in real estate investments to a lesser extent. Historically, a significant portion of their portfolio has been dedicated to their participation in Cementos Molins S.A., reflecting their commitment to maintaining family control and contributing to the company's good governance.While specific details on their portfolio companies are not extensively publicized, the firm has been noted for investments in companies such as Bebitus (e-commerce) and Talent Clue. Cartera de Inversiones C.M. also participates in co-investments alongside other investment entities, including IDÚN, BStartup10, Inveready, and various business angel networks like IESE-Red de Business Angels and ESADE BAN.The firm operates with a lean team, supported by collaborators and the broader Molins family. Their corporate values underscore excellence, adaptability, transparency, respect for family reputation, long-term commitment, and business ethics. Cartera de Inversiones C.M. also demonstrates a commitment to Corporate Social Responsibility, contributing to socio-economic, environmental, and socio-cultural initiatives, and supporting patronage activities through the Fundación Joaquim Molins Figueras.

Cluster Family Office is a multi-family office based in Spain, specializing in comprehensive wealth management and financial advisory services for high-net-worth individuals, entrepreneurial families, celebrities, athletes, and those who have acquired significant fortunes. The firm offers a holistic approach to managing and growing client assets, encompassing financial consulting, asset management, real estate investment, private equity investment, accounting, financial planning, banking, and corporate management services. They aim to provide tailored solutions that align with each family's unique circumstances and long-term objectives, ensuring transparency and optimizing financial and tax structures.The firm was established in December 2007 by Javier Mariana, who brought over 25 years of experience in family wealth management. His motivation stemmed from the need to create a company that could address all the asset-related challenges his own family had faced over two decades. Cluster Family Office prides itself on being one of the first independent firms in Spain to offer such comprehensive family office services, emphasizing unbiased and objective advice.Cluster Family Office's services extend beyond traditional financial management to include specialized advice for athletes and artists, as well as guidance for families interested in their children studying at universities in the United States. They also provide consulting for creating and supporting other family offices, offering expertise in legal, tax, and human resources matters. The firm operates as an Authorized Officer of Banco Alcalá, enabling them to offer a full range of investment services.The multidisciplinary team at Cluster Family Office includes experienced professionals such as Javier Mariana and Gian Paolo Amato as Managing Partners, Àngels Descamps as Partner and General Counsel, and other specialists in areas like back office, business planning, financial valuation, M&A, corporate governance, and human resources. Gian Paolo Amato, for instance, has a background as a Financial Advisor in Global Wealth Management at Merrill Lynch USA, bringing international experience to the firm's advisory capabilities.

Inveravante is the single-family office established by the late Galician entrepreneur Manuel Jove, founder of the Spanish real estate giant Fadesa. Based in A Coruña, Spain, Inveravante was created in 2007 following the sale of Fadesa to Martinsa, and it serves as the principal vehicle for managing the Jove family’s diversified investments across multiple sectors and geographies. The office operates as a global investment group with a presence in Europe, North Africa, and Latin America. Its core areas of focus include real estate development, energy and infrastructure, agribusiness, and financial investments. Within real estate, Inveravante develops high-end residential, commercial, and hospitality properties under its Avantespacia and Vante Asset Management brands, with a footprint in both urban centers and resort destinations. In the energy sector, the office has built a portfolio of renewable energy assets, primarily wind and solar, supporting the family’s long-term commitment to sustainability and future-focused infrastructure. Its agribusiness division focuses on high-quality olive oil and wine production, reinforcing its alignment with premium and export-driven Spanish agricultural products. Financially, Inveravante maintains a portfolio of listed securities, private equity, and structured investments, guided by a conservative and long-term strategy. The firm often co-invests with institutional partners and maintains a reputation for disciplined capital allocation. Inveravante continues to be run by the Jove family and a seasoned team of professional managers. The office blends entrepreneurial agility with institutional rigor, reflecting the vision and legacy of its founder. Known for its discretion and selective public engagement, it is regarded as one of the most influential family offices in Spain, shaping sectors as diverse as real estate, energy, and agri-food.

Kapita is a family office firm based in Madrid, Spain, specializing in technology investments. The firm is led by Dimas Gimeno, former Chairman of the Spanish retail giant El Corte Inglés. Kapita focuses on boosting projects and investing in companies that are poised to play a pivotal role in the transformation across various industries, with a particular emphasis on the retail sector. Their investment thesis is centered around technology-based innovation, supporting exceptional founders and funds to catalyze the creation of world-class companies.The firm was established in 2020, building upon the extensive experience of its team members who previously operated as business angels. Kapita's mission is to foster the future of key technological areas such as fintech, marketplaces, SaaS, IoT, and logistics. They are stage-agnostic in their investment approach, demonstrating a commitment to supporting companies from early to later stages, primarily across Southern Europe and Latin America.Kapita's portfolio showcases its dedication to innovative retail and technology solutions. Notable investments include WOW Concept, an expertly curated marketplace of lifestyle brands; Amphora, a logistics manager designed for e-commerce and retail; and Jogotech, which focuses on e-commerce and 'phygital' stores, redefining physical retail spaces to capitalize on digital integration. These investments reflect Kapita's strategic focus on companies that are driving the evolution of the retail landscape through technology.The team at Kapita brings significant expertise, particularly through its leader, Dimas Gimeno, whose background in a major retail conglomerate provides invaluable insight into market dynamics and transformation opportunities. The firm emphasizes a community-first approach, respecting founders' decisions and time, while actively assisting portfolio companies with further fundraising efforts.

Lyncas Family Office is a Spanish investment firm established in Valencia in October 2019 by co-founders Jose María Sainz-Pardo and Blanca Lloret Marqués. The firm operates as an independent and comprehensive family office, dedicated to optimizing clients' patrimonial profitability through tailored investment projects and operations. Lyncas serves as a central interlocutor, advisor, and coordinator for its clients' overall wealth, encompassing financial, real estate, and corporate assets.The firm's investment strategy is diverse, covering several key areas. In the financial realm, Lyncas designs and manages multi-asset portfolios, investment funds, SICAVs, or unit-linked products in Spain, Luxembourg, or Ireland. They actively identify unique investment opportunities and develop real estate business projects. Corporately, Lyncas establishes and manages joint investment companies focused on real economy assets such as photovoltaic parks, geriatric and student residences, and properties for tourist use and rental. They also undertake corporate operations that complement and strengthen clients' existing business groups.Jose María Sainz-Pardo, the founding partner and CEO, brings extensive national and international high-level management experience from roles in general management, wealth management, and projects at institutions like Barclays Bank, Banesto, Degroof Petercam, Liberbank, and Banco Madrid. Blanca Lloret Marqués, the founding partner and General Director, has a background in legal and international community law, having founded and directed legal and environmental consulting firms (Práctica Medio Ambiente and Criteriam) as well as real estate project management and execution companies (Cel.lem and Alexina Wealth).Lyncas is also expanding into specialized venture capital. Notably, the firm is involved in the constitution of Kuntur Mobile Gaming SCR, a venture capital society specifically designed to invest in European companies that develop and commercialize mobile video games, focusing on initial growth-stage companies.

Monterri is a single family office based in Barcelona, Spain, established in 2016. The firm is dedicated to preserving and growing family wealth across generations, operating with a long-term investment horizon. Monterri emphasizes a responsible investment policy that aligns with its core values of excellence, integrity, discretion, teamwork, commitment, and good humor.The firm's investment strategy is globally diversified, with a focus on generating value and positive impact on the economy and society. Monterri allocates capital across various asset classes, including private markets (venture capital, buyouts, and private credit), public markets (equities and corporate/government fixed income), and real estate and real assets. They invest in funds diversified by asset class, geography, and strategy, and for their direct real estate portfolio, they manage properties in-house.Monterri's portfolio includes investments in real estate and energy infrastructure, particularly in Europe and Latin America, prioritizing conservative, fundamentals-driven investments with stable risk-adjusted returns. The firm manages assets under management (AUM) of $500,000,000. They partner with world-class external fund managers to support their investment activities.The organization is committed to operational excellence through efficient processes, strict quality management, and continuous improvement. Monterri fosters a culture that values empowerment, continuous learning, effective communication, an innovative mindset, and the pursuit of new challenges, aiming to attract and retain highly qualified talent.

Ohana Group Family Office (Grupo Ohana) is a single-family office based in the Valencian Community, Spain. Founded in 2005, the firm operates in investment management with a small, focused team. The firm manages investments across private markets and real estate, providing long-term wealth management and asset allocation services for its founding family.

Omega Gestion is an independent investment management firm specializing in alternative investments, particularly hedge funds and private equity. The firm offers tailored wealth management services, combining strategies in liquid markets, hedge funds, and private equity to meet diverse investor profiles and objectives. They also manage specific investment programs for equity, private equity, and hedge funds.Founded in 1988, Omega Gestion originated as a single-family office, a background that profoundly influences its investment philosophy. The firm is owned by Alicia Koplowitz. This origin instilled a core objective: to generate efficient returns while prioritizing the preservation of capital for its investors. Their long-standing activity since 1998 has allowed them to accumulate extensive knowledge and access to prime investment opportunities.While specific portfolio companies are not detailed, Omega Gestion manages various investment vehicles, including harmonized collective investment undertakings like Compass Selección Global, FI, and Omega Global Equity. They also oversee several free investment collective investment undertakings (FILs) such as Scent Inversión Libre, Adler, and Prisma, alongside private equity entities like Tandem Private Equity I, FCR, and Tandem Private Equity II, FCR. The firm's investment approach includes strategic holdings in both listed and unlisted companies, encompassing areas like real estate, hedge funds, mutual funds, and listed equities.Omega Gestion operates with a team of 12 professionals, leveraging over 20 years of experience in the investment sector. The firm emphasizes a strong alignment of interests, with Omega Capital and its professional team being significant investors in the vehicles they manage. Their philosophy centers on deep knowledge of investments and robust risk management, ensuring a commitment to capital preservation. The firm maintains a presence in Spain and Ireland, supported by first-tier and independent providers.

Pontegadea is the single-family office of Amancio Ortega, the Spanish billionaire and founder of Inditext—the parent company of global fashion retailer Zara. Established as the principal investment vehicle for Ortega’s vast personal fortune, Pontegadea is headquartered in A Coruña, Spain, and is one of the most prominent and capital-rich family offices in Europe. Best known for its extensive global real estate portfolio, Pontegadea owns prime commercial properties across major international cities including London, New York, Miami, Toronto, Madrid, and Paris. The firm invests primarily in high-end office buildings, luxury retail spaces, and landmark real estate assets. Its holdings include stakes in iconic properties such as the Torre Picasso in Madrid, the Southeast Financial Center in Miami, and various Fifth Avenue assets in Manhattan. Real estate is the cornerstone of Pontegadea’s asset allocation strategy, chosen for its stability, long-term income potential, and preservation of capital. However, the family office has also diversified its portfolio in recent years. It holds strategic stakes in publicly listed companies, including a significant investment in Spanish energy firm Enagás and telecommunications company Telxius, as well as renewable energy giant Repsol. In 2023, Pontegadea expanded its investments into clean energy infrastructure by acquiring interests in wind and solar projects. Pontegadea operates with a disciplined and conservative investment philosophy, focusing on high-quality assets, long-term returns, and minimal debt exposure. The firm maintains a low public profile in line with Ortega’s famously private nature but is widely recognized for its financial strength and global presence. With assets under management exceeding €19 billion, Pontegadea is a prime example of how wealth generated from retail and entrepreneurship can be transformed into a globally diversified and professionally managed investment empire.

Whitehole is a family office based in Bilbao, Spain, specializing in direct investments. The firm focuses on creating long-term positive impact by connecting people with resources to realize business opportunities. They are dedicated to enhancing the capabilities of their portfolio companies to strengthen their competitive positioning over the long term.Founded in 2007, Whitehole operates as an active investor, seeking new opportunities primarily within the industrial and technology sectors. The firm also has a notable presence in the food products, machinery (B2B), and animal husbandry industries. Whitehole is regulated by the CNMV (SGIIC number 290) and is a member of the Spanish Venture Capital Association (ASCRI).Whitehole has made a total of 11 investments, with recent examples including Embutidos L Rios in the food products industry, Zetrack e-farming, and HEVO Group. The firm has also successfully completed two exits, with the latest being from Jalsosa on January 1, 2024.The firm's expertise lies in combining extensive experience in asset management, private equity, and strategic stakes in both public and private companies. With a team of four professionals, Whitehole aims to expand and safeguard its clients' wealth through expert financial management and meticulous attention to detail.