Our Company

EUROCAPITAL advisors LLC was incorporated in 2001 by a team of professionals with the purpose of providing solutions to high net worth clients who require personalized service, independent wealth management advising under the highest information security and confidentiality standards. Our mission is to create, together with you, an investment strategy to optimize the returns on your capital in a safe and efficient way. To reach this goal, we monitor and complement your traditional banks and money managers and coordinate effectively the job of a broad network of outside professionals and specialists who work in the different areas connected to the comprehensive management of our client's financial wealth, such as legal-tax services, insurance, art, etc.

The family office concept

  • Large family groups such as the Rockefeller, Ford or Marriot have for a long time been aware of the advantages of managing their wealth from their own family offices (Family Office) made up of professionals chosen and paid by the family to protect the family's interests, handle relationships with banks and other financial institutions and coordinate the work of the different specialists that participate in the management of their wealth.
  • EUROCAPITAL advisors provides family office services to several families (Multi-Family Office) who benefit from the compounded experience of a staff of experienced advisors who advice and guide you towards the management of your wealth, providing an integrated process of managing and monitoring your investments, similar to the ones used by large family groups.

Structure

  • EUROCAPITAL advisors LLC, Inc., based in Miami. Subject to inspection by US regulatory agencies as a 'Registered Investment Advisor.
  • The company have cooperation agreements with other companies that provide investment advice in Spain and Switzerland to be able to offer their clients the best geographical coverage in order to meet their specific needs.'

Mission Statement

Customized strategic

To provide independent and customized strategic wealth management advising to high net worth families.

Family wealth management

To encompass every aspect of family wealth management, well beyond investment product guidance.

Independent perspective

To provide all our services under an independent and transparent perspective.

Strictest confidentiality

To warrant the strictest confidentiality: all of our employees and associates are subject to a strict privacy policy.

We can summarize our philosophy as follows

  • Wealth management demands an ongoing, fully integrated planning process.
  • The conflicts of interest and investment risks and costs inherent to the financial industry must be controlled and analyzed.
  • An effective wealth management should be able to select and tap the best operators / managers in the market. No single financial institution can meet a client's every need.
  • Information access is critical to wealth management.
  • Outstanding personalized service strengthens client relationships.
Patricio Diez R-Valdespino

Mr. Diez became a partner in EUROCAPITAL advisors in January 2003 after serving three years as Vice-President of CSFB's Private Client Services Practice in Miami, where he was responsible for major clients in Brazil, Spain and Portugal. Prior to that he was Vice-President of Banco Santander International Private Banking Division in Miami, with clients in Brazil. His prior experience includes positions as Director with Bestinver SVB (Acciona Group) in Madrid; Head of the International Department with ABA SVB (Credit Agricole Group), also based in Madrid as well as Paris, and Advisor with London's Amhurst, Brown, Martin and Nicholson law firm. Mr.Diez holds an MBA in Marketing and Finance from EAP (Ecole des Affaires de Paris) and a Law degree from Madrid's Universidad Complutense.
Pablo Alonso

Mr. Alonso founded EUROCAPITAL advisors in January 2001, following a seven-year tenure (1995-2001) with Banco Santander International in New York and Miami. From 1998 to 2001 he was in charge of the International Private Banking Practice for Argentina, Chile and Uruguay. Earlier, from 1995 to 1998, Mr. Alonso served as Senior Private Banker in Miami. He was also Director of SRP's Business Development Department, Private Equity, based in Madrid, and a Financial Analyst with the Corporate Finance Department of Istituto Bancario Sao Paolo di Torino, also in Madrid. Mr. Alonso holds an MBA from Milan's Bocconi Business School and a Law degree from Madrid's Universidad Complutense. He is an expert advisor to family business and was one of the founders of the Chilean Family Business Association and is a member of its advisory board, Mr Alonso is also works with several philanthropic foundations in Spain and Latin America on the investment management of its endowments.