MdF Family Partners

Overview

MdF Family Partners is an independent wealth-advisory company founded in 2008. The firm reports advising more than 130 families and supervising more than $13 billion together with its partner firms. Its international presence includes WE Family Offices in the United States and WREN Investment Office in the United Kingdom, with shared investment committees, products, strategy and clients.¹

History

Founded in 2008, MdF Family Partners has developed an international family-office platform through collaboration with WE Family Offices and WREN Investment Office.¹

Leadership

The management team includes partners Daniel de Fernando, José María Michavila, Daniel Gómez, Javier de Muguiro, Maite Lacasa, Daniel Arribas, Pablo Arjona and James Spearman. Eduardo Rodríguez-Legorburu and Mateo Blanco-Moreno are Managing Directors in client relations. Laura Ros and Sara de Eusebio serve as Executive Directors, while Gemma Valero and Eduardo Vallez are Managing Directors in portfolio management.²

Services

MdF’s family-office services cover wealth diagnosis, strategic planning, independent investment-manager due diligence, negotiations with banks and managers, active supervision or management, consolidated reporting, implementation of structures with clients’ legal and tax advisers, family-council support and family education.³

For families working with an existing family office, the firm offers roadmap development, independent market views, investment-manager analysis, external-manager monitoring, consolidated performance and risk reporting, and investment-committee support.⁴

MdF advises foundations and endowments through investment-management experience, independent manager due diligence, active wealth supervision or management, consolidated reporting and support for governing boards.⁵

Its family-governance work includes designing structures aligned with family principles and values, assigning roles and responsibilities, and supporting family councils.⁶

Investment-regulated services are provided exclusively by MDEF Gestefin, S.A.U., SGIIC, which MdF identifies as registered with Spain’s Comisión Nacional del Mercado de Valores under number 46.³⁷

What the firm offers

• Tax planning
• Philanthropy
• Family governance and education
• Cross-border planning

Client Focus

The firm works with families, existing family offices, foundations and endowments seeking coordinated advice, investment oversight, governance support and long-term wealth planning.³⁴⁵

Approach

MdF states that it is fully independent, provides only family-office services, receives income exclusively from clients, has no proprietary products and follows an independent-advice model under MiFID II. Its stated mission is to provide global, independent advice that helps families grow, preserve and ultimately enjoy their wealth in pursuit of long-term goals.⁸⁹

Assets and Minimums

MdF reports supervising more than $13 billion together with its partner firms and advising more than 130 families.¹

FAQs

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Sources

1. MdF Family Partners, “MdF Family Partners”
2. MdF Family Partners, “Equipo gestor”
3. MdF Family Partners, “Servicios Family Office”
4. MdF Family Partners, “Servicios de colaboración con Family Office”
5. MdF Family Partners, “Servicios a fundaciones y endowments”
6. MdF Family Partners, “Servicios de buen gobierno familiar”
7. CNMV, SGIIC registry
8. MdF Family Partners, “Independencia”
9. MdF Family Partners, “Misión”

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.