Wealth Solutions

Overview

Wealth Solutions started in 2001 as Family Office Solutions and is today Wealth Solutions Europe, A.V., S.A., a CNMV-regulated securities agency in Madrid. It provides independent or discretionary wealth management, family governance, succession planning and the setting up of single family offices, and says it has advised more than 1,200 families and institutions in 12 countries. It belongs to the Sinergia Global Partners group, which also includes a US registered investment adviser and the fund manager Finletic Capital SGIIC, and is the Spanish partner of Söderberg & Partners. It reports about EUR 4.1bn in advised assets (2026).

Holdings & investments

INVESTMENT ARMS & VEHICLES

• Finletic Capital, SGIIC
  Regulated fund management company (fintech) founded by the group
• Wealth Solutions USA
  Registered investment adviser regulated by the SEC, office in Miami

People

• Vincent Hof
  Senior Associate, Investment Committee · source
• Borja Durán
  Founder & CEO · source
• Jorge Coca
  Founder & Managing Director · source
• Rafael Juan y Seva
  Board Member · source
• Ariadna Blanco
  CFO & CHRO, Board Member · source
• Javier Vera
  Chief Compliance & Legal Officer, Secretary of the Board · source
• Javier Román
  CTO · source
• María Teresa Chavarría
  Director, Wealth Advisers · source
• Jaime Iceta
  Director, Wealth Advisers · source
• Francisco Javier Fontan
  Director, Wealth Advisers · source
• Julio de Miguel
  Director, Wealth Advisers · source
• Amilcar Barrios
  Director, Wealth Advisers · source
• Isidoro Millán
  Director, Wealth Advisers · source

Frequently asked questions