I am Eduardo Estallo, a financial advisor registered with the CNMV. I help families, business owners and professionals in Madrid to organise and grow their wealth through personalised wealth advice, selecting investment funds from across the whole market.
Madrid is home to executives, family businesses and professionals in private practice facing significant wealth decisions: what to do with the proceeds of a sale, how to plan succession, how to invest without taking risks that are not right for you. That is where an advisor focused solely on your interests adds real value.
I select investment funds one by one from across the whole market, based on your time horizon, your tax position and your real tolerance for risk. No model portfolio rolled out at scale. The strategy is designed for you, not to fit you into a template.
Clients with wealth from €300,000 upwards who have reached the point where improvising becomes costly. If you have capital that deserves to be managed with sound judgement, let's talk.
Initial meeting, no obligation — in person in Madrid or by video call if you prefer. The level of personal attention and ongoing follow-up is the same in both cases.
First meeting, no obligation