Welcome to
OLDTOWN ENTERPRISES
Wealth Planning Pioneers

About

Oldtown Enterprises is a leading wealth management bureau based in Madrid. Our experienced team of professionals provide innovative solutions, insightful advice and encompassing services to high net-worth individuals from around the world. 

Today’s economic landscape is fluid and ambidextrous, with new trends appearing and disappearing from markets at lightning speed. Navigating through these tumultuous circumstances requires expert know-how and above the curve insight in order to gain an advantage and make profitable investments. We propel our clients to new heights by devising unrivaled strategies and constructing wealth plans that preserve their current assets as well as generate growth over entire investment portfolios. ​

We believe that success and social responsibility go hand in hand. For this reason, Oldtown Enterprises promotes various social initiatives and encourages our clients to make sustainable investments. In our eyes, an investment that is beneficial to a greater cause as well as to the investor is the best kind of investment. We have supported a number NGO’s and non-profit organizations and their blessed work to advocate human rights, environmental causes, domestic violence and other vital causes. We connect between investors and causes they believe in, finding them unique investment opportunities that can help those in need. We also donate a portion of our annual revenues towards various organizations to support the causes that are close to our hearts. 

Services

Wealth Planning

We offer a full suite of wealth planning services to our exclusive clients. We regard wealth management as a multi-faceted and dynamic endeavor, that requires constant attention and fine tuning. To this end, we devise comprehensive wealth planning strategies, always with a certain degree of flexibility, so that they can adapt to any potential changes that may occur in our client’s circumstances or shifts in the economy. We tailor our services to each client’s unique needs and circumstances, and map out their wealth preservation and growth trajectory so that they fulfill their short and long-term objectives. Our professional team of consultants possess exceptional technical expertise in international tax awareness, enabling them to provide unrivaled wealth planning services to each of our unique clients. We fully commit to each case we take on, and remain at hand to make any strategic adjustments or reassessments that may be necessary. 

Investment Management

A substantial part of our wealth management services is devoted to investment management, a key capital appreciation strategy for our clients and their families. Many of our clients are already heavily invested in numerous industries and require specialists with exclusive industry know-how to manage their portfolio. Others wish to tap into new sectors and require assistance with market analysis and trend forecasting in order to make a wise and profitable investment. Whichever the case, our investment advisors start by assessing our clients’ current portfolio and risk profile. Next, by working closely with each client, our advisors gain a deep understanding of their investment objectives and personal affiliation to certain sectors of the market. From this point, every investment management route is unique, depending on the services and the degree of management required. We aim to construct diverse investment portfolios that span across multiple sectors and niches, in order to minimize risks and capitalize on novel opportunities. We keep track of all of our clients’ investment performances, delivering detailed reports and analysis at an agreed frequency.

Asset Management

Making a profitable investment is an ongoing process, and entails proper management of the assets you are invested in. We take care of your asset management tasks that can frequently be time-consuming, bureaucratically tedious or perhaps sensitive and complicated. Our asset managers are highly experienced in managing all types of assets that span over all the various industries and sectors. Our team’s skillful expertise that enables them to devise innovative management strategies and provide useful insight. In addition, we have established a well-oiled network of specialists, who we regularly employ to execute transactions, maintenance duties and any other service that may be needed. We ensure that the top service providers and industry experts manage your assets and encourage the desired performance. 

Estate Planning

With increasing longevity, estate planning has become a fundamental aspect of wealth plans and wealth management. The fluctuating economy, ever-changing tax regulations and pension protocols require expert assistance when it comes to retirement and pension planning, estate management and succession planning. Our consultants are well-versed in pension privileges and tax and insurance obligations, and constantly research the changes and capricious details. We work closely with clients to comprehend their vision for their future and the future of their estate, and strategize accordingly to ensure all goals are achieved. We create a succession plan, designating an executor to carry out the terms of your will, and an heir to continue your business, gain control of your assets, and see that your vision is fulfilled. We want these arrangements to be taken care of swiftly and smoothly, so that you can direct your valuable time towards subjects of closer relevance, but also be sure that such important matters will be properly taken care of when the time comes. 

Contact

info@oldtowneenterprises.com
Carrera de San Jeronimo 15, 28014 Madrid