WEALTH MANAGEMENT

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FINANCIAL AND LEGAL ADVICE FOR WEALTH MANAGEMENT IN BARCELONA

From Bourgeois Fincas we want to become your trusted advisor on wealth management in order to make it profitable in the safest way through investment strategies carried out by our team of professionals.

To do this, we have financial and legal advice services that will help you organize your savings and household wealth to achieve your most important goals. We believe that the basics is maximum transparency, always recommending the most appropriate tools and assets to meet your expectations.

In order to carry out good wealth management, we take into account the investment objectives in terms of profitability, the risk in terms of fixed or variable income and the different restrictions established. To do this, we develop complex wealth planning through private banks.

gestión de patrimonio con Bourgeois

REAL ESTATE ASSET MANAGERS

EXPERTS SINCE 1950

With more than 70 years in the sector, we offer the rent with a collection guarantee and everything included in the price of the administration of your property.

OUR MAIN GOALS

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Maximum profitability

Obtaining maximum profitability is one of our main objectives. Through our advice, we aim to obtain the best possible return on your investment.

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Transparency and communication

Through the Bourgeois Patrimonis app, and with a single click, you can have all the information concerning the management of your property and contact your administrator instantly.

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Conservation

Another of our most important purposes is the preventive conservation of the properties, through this conversation we intend to avoid their deterioration and maintain the essence of the properties.

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Customized

At Bourgeois Fincas, we want to offer a totally personalized wealth management service, which is why we adapt to each of our clients. Depending on the services required, we will offer an advisory model totally adapted to each type of investor.

OUR SERVICES

We are prepared to serve all types of clients from an owner with an apartment, to complete buildings with all their features of service controls, employees, suppliers… Also, we manage the assets of private individuals or families, better known as family office. Specifically, we carry out financial planning with the aim of preserving the wealth of each of our clients so it grows safely and effectively.

BLOCKS OF APARTMENTS
BUSINESS PREMISES
PARKS
INDUSTRIAL PREMISES

WHY BOURGEOIS FINCAS TO MANAGE YOUR REAL ESTATE ASSETS?

We put at your disposal our experience, knowledge and necessary competences of the best professionals. Therefore, we work through a specific advice by means of a personalized study of the portfolio and its situation with the aim of presenting an integral management, with an optimal financial planning in terms of risk and profitability.

Furthermore, we believe in long-lasting and satisfactory relationships with our clients. Because we know that these relationships are forged with quality, transparency, security and ethics always adorned with our touch of passion for a job well done.

Do you need more information?

Write us and we’ll contact you

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