OUR
SOLUTIONS
Agave Advisors is motivated in a primary goal:
confidence in the future.

This is our most fundamental trait, our core. This is the reason why we are committed to the preservation, growth and control of our clients’ wealth. This is why we go beyond mere figures, towards building a new, better future for everyone involved, free of any influence from banks or large institutions thanks to our independence.

This is our investment philosophy

And we pursue it by working with a private customers looking for personalized wealth management generating consistent performance, adapting each wealth management mandate to their particular needs.

Wealth Management
Constantly seeking performance, Agave Advisors advocates active management of your investments. This commitment leads us to offer you ever more innovative Investment Solutions. Based on a sustained analysis of markets and trends, Agave Advisors selects the assets likely to perform above average, while ensuring the continuous monitoring of risks and tailored asset management solutions.
What do we do?

We specialize in crafting bespoke investment portfolios, tailored to your unique preferences and risk tolerance. Through ongoing collaboration, we refine and adjust your portfolio to align with changing market trends, ensuring optimal growth while minimizing risks.

How do we do it?

We partner with elite banks chosen through a rigorous selection for account custody. Our commitment to peak performance involves active investment management, market analysis, expert fund selection and a meticulous process developed by the Strategy Committee.

Wealth Planning
Unique challenges

Wealthy families and individuals face unique challenges regarding the ownership and management of their assets, especially when taking a long-term approach.

We can help you create and implement the right family governance framework for your needs and goals, to ensure good communication, sound decision-making and smooth generational transitions.

Where we step in

To properly protect and transmit your estate, a lot of elements must be taken into account.

In order to protect and anticipate your inheritance rights and retirement planning, Agave Advisors supports you in the key stages of the implementation of your inheritance, in areas such as:

  • Big picture thinking in alignment with your values
  • Creation of family governance tools (e.g. family committees)
  • Succession planning, including transition of leadership
  • Next Generation education and development
  • Strategic philanthropy

With the right planning and preparation, handing over your fortune to help your loved ones build a brighter tomorrow is as easy as trusting the right partner.

Client Care
To create long-term value for our clients is our main priority. How?

Through a deep understanding of their needs, an innovative approach and a high commitment.
We see our role as going beyond wealth management, to become proper, well-rounded advisors. The privileged relationship we forge with you, as well as our expertise and contacts, means we are ideally suited to counsel and assist you in a number of areas.

Our broad network of experts includes:
  • Lawyers
  • Tax advisors
  • Medical specialists
  • Real estate agents
  • Schools / Universities
  • Insurance brokers

Our aim is to accompany you with efficiency and discretion through each important phase of your life.

With open communication, integrity, transparency and honesty.
With wisdom, attention and confidence.
With care.

Because your best interests are our main interests.