Errores al delegar patrimonio

Delegating the management of an estate does not fail because of the fact of delegating, but because of how it is done. The majority of families and businessmen who review their financial situation do not reach that point because they poorly delegated a specific decision, but because They delegated without first defining the rules of …

Podcast: Week almost at maximum

Podcast: markets at peaks and volatility

Jordi Martret, Investment Director of Norz Patrimonia comments on a situation with a lot of volatility and markets at maximums. Google Podcasts Spotify RSS Feed Share Link Embed Duration: 00:04:48 Subscribe: Google Podcasts | Spotify

Planificación multigeneracional

Multigenerational planning

He 41% of families with relevant assets will face a generational transition in the next decade, and many of them still do not have a structured plan to manage it, according to the report Family Office Insights 2024 from Deloitte. Multigenerational planning is not just about distributing assets: it is about designing, years in advance, …

Fasten seat belts.

Investment

Fasten seat belts.

Time is running out, the fantastic season of corporate results has given the market a strong boost. AI (at least for now) has stronger real support than many expected. In this sense, we would like to highlight how technology companies from another “era” such as HP, Dell, Qualcomm, Texas Instruments, …