
Carmen Gutiérrez Smith
CEO

WEALTH STRATEGY
A new wealth planning model
At Beyond Wealth, we address an increasingly complex reality: more global families, more sophisticated structures, and decisions that require independence, technology and long-term vision.
Unlike product-centric models, we propose an independent, global and profoundly human Family Office, able to transform complexity into clarity, control and continuity.
Customers
200+
Families, Single Family Offices and institutions that require an independent and well-rooted approach to complex wealth.
Countries
1+
Capacity to support wealth on an international scale, multi-jurisdictional structures and global needs.
Assets under supervision (€)
9Bn
The scale to provide institutional analysis, consolidated reporting and specialist access, with personalised service.
Professionals
40+
A team with experience in investment, wealth planning, governance, private markets, real estate, philanthropy and strategic consultancy.
VALUE PROPOSITION
We support every family in developing a dynamic wealth strategy that is well-equipped to manage the present, protect the future, and evolve in step with its goals.
We design investment solutions that combine international access, independent analysis and a thorough understanding of each family’s wealth, with a focus that aligns with their goals, liquidity requirements and generational horizon.
We support families who want to transform their wealth into a reflection of their values, intergenerational learning and lasting impact.

BOUTIQUE MODEL
A global and independent perspective to order wealth complexity and project it towards the future
Entrepreneurs, family groups and single Family Offices that seek clarity, structure and continuity.
Values, education and strategic philanthropy to build a legacy with impact and Families with Pourpouse.

FAQs
A Family Office is the framework that structures, coordinates and lends coherence to a family’s wealth over time.
Its purpose is to facilitate orderly decision-making that aligns with the family’s objectives, with the aim of preserving and handing down wealth from one generation to the next.
A Family Office is not a matter of scale, but of complexity.
It becomes necessary when wealth can no longer be managed in a fragmented way and instead requires a structured approach to coordinate investment, planning and governance.
For business families, entrepreneurs and structures with an international presence, a Family Office provides a framework to establish order, control and coherence.
It adds value by bringing all decisions together under a single strategy, eliminating inefficiencies and ensuring an optimal long-term vision.
A Family Office provides integral support in the management, structuring and preservation of wealth, coordinating all its elements under a single strategic vision.
Its services tend to be grouped into five broad areas:
1. Wealth planning and architecture
2. Asset allocation
3. Family governance and continuity
4. Coordination, control and reporting
5. Non-core services such as philanthropy, social contributions, concierge services and access to exclusive opportunities.
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