Soter Capital Advisors

Overview

Soter Capital Advisors describes itself as an independent Swiss multi-family office serving individuals and families internationally. Its services are designed for high and ultra-high-net-worth clients and include global investment services, family-office support, real-estate advisory, art advisory, and international business consulting.

History

The firm reports that its advisors have worked in Switzerland for more than 30 years, with particular expertise in cross-border financial planning and wealth management.

Leadership

The Swiss commercial register lists SOTER CAPITAL ADVISORS SARL as active and identifies Francisco de Borja Leguina Prado as its current manager.

Services

Soter’s asset-management advisory process follows six stages: investor profiling, portfolio analysis, alternative-investment assessment, portfolio construction, monitoring, and risk control. Where appropriate, the firm also reviews insurance, taxation, succession planning, and fees charged by financial institutions.

Its family-office services include asset, cash, risk, financial, and lifestyle management. Soter also supports Family Council formation and family governance.

The firm advises companies and institutions entering foreign markets, helping with personnel, business partners, investments, financing, legal advice, and cost management.

Soter’s art advisory service addresses collecting objectives, acquisitions and sales, market monitoring, valuation guidance, and art-related investment or exhibition planning.

Real-estate management includes residential and commercial property searches, acquisitions or rentals, strategic cost advice, and integrated property management. Its real-estate investment advisory work focuses mainly on Madrid, with additional opportunities in Valencia, Málaga, Mallorca, Menorca, Ibiza, and other metropolitan areas.

The firm also creates securitization products with ISIN codes intended to be Euroclearable, bankable, transferable, and suitable for placement with a broad investor base.

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Trust and fiduciary
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Private and alternative investments
• Cross-border planning

Client Focus

Soter works with high and ultra-high-net-worth individuals and families, including clients with complex, international, multilingual relationships. Its international team includes American, Brazilian, Mexican, Spanish, and Swiss advisors.

Approach

Soter states that it is independent of banks and financial institutions while working with multiple banks. It offers both discretionary and non-discretionary management.

The firm describes its approach as fiduciary, transparent, and cost-conscious. Management agreements specify the services and fees, and Soter states that it does not charge hidden commissions or sales loads.

FAQs

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Sources

1. soter-capital.com Research source
2. wirtschaftsregister.ch Research source
3. soter-capital.com Research source
4. soter-capital.com Research source

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.