When someone asks us for help to understand their net worthalmost never looks for a company accounting formula. You’re looking for an answer to a more uncomfortable question: If you sold everything you owned and paid off everything you owed, how much would you really have left? That figure—and not the one that appears on …
What is wealth management and when to start planning your wealth
Wealth management is often reduced, in everyday conversation, to “investing well.” It is a simplification that leaves out most of what really happens when someone begins to plan their estate: tax decisions, protection against risks, organization of succession and, above all, a overview that no isolated investment can offer on its own. The second question …
What is an EAFI and why it is key that your advisor is regulated by the CNMV
When someone decides to put their assets in the hands of a third party, the first question should not be “what return do they promise?”, but rather “who watches over whom they promise me?” That is where a figure that many individual investors still do not know very well comes into play: the EAFI. What …
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
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 …
China has established itself as the world leader in energy storage
China has established itself as the world leader in large-scale battery energy storage. Between 2020 and 2025, its installed capacity went from just 2.4GW to more than 140 GWa figure that far exceeds that of the United States, which is around 57 GWand to the rest of the countries of …