Arbor GLOBAL FAMILY OFFICE BY BBVA

Consultancy and advisory services in business organization and management; administration and management of family offices, excluding financial, investment and insurance services; business intermediation and negotiation services for contracting third-party service providers; supplier search, selection, evaluation and audit services for third parties; business project management for third parties; organization and administration of corporate social responsibility (CSR) programs and philanthropic activities for third parties, excluding fundraising; consulting on business organization and management with respect to information security governance and policies and procedures for protection of assets and information, of a non-technical nature; preparation of business and management reports to support business decision-making; business administration and organization of art collections and other non-financial assets for third parties.

Financial services; financial information and advice; asset management; wealth management advice; financial and estate planning; investment management and investment advice; definition of investment policies and strategic asset allocation; advice on liquid and illiquid financial investments, including private equity investments and co-investments; financing services and financing consultancy; mortgage brokerage and consulting; real estate advice; real estate asset management and valuation; insurance consulting and brokerage; advice on property and life insurance; consolidation, monitoring and reporting on portfolios and global asset positions, including liquid and illiquid financial assets, real estate, and other non-financial assets, for financial purposes; consultancy relating to estate planning and asset transfer; consulting services for selection and evaluation of investment managers and financial entities on behalf of third parties; valuation and appraisal of works of art and other non-financial assets for financial purposes.