Investee Companies and Investment Vehicles
What do we mean by Investment Companies and Investment Vehicles?
At Rosa Ramón Patrimonio, we understand investment companies and investment vehicles as strategic tools that allow our clients to diversify, optimize, and protect their capital. These are structures designed to invest directly or indirectly in high-value assets, combining profitability and control, with professional management that guarantees maximum transparency and efficiency.
This approach provides access to exclusive opportunities in sectors such as real estate, hotels, logistics, and retail, minimizing risks through diversification and taking advantage of economies of scale. Our team advises on the selection, structuring, and supervision of these investments, ensuring that they align with each client's wealth objectives, whether for long-term growth, income generation, or capital preservation for future generations.
Who is it for?
This service is designed for investors and entities looking to optimize their capital through efficient and secure investment structures.
Family Offices with a Global Vision
Wealth management and diversification through structures that optimize profitability and control.
Institutional Funds
Access to strategic investments with guaranteed corporate governance and transparency.
High-net-worth private investors
Exclusive vehicles that facilitate entry into high-value projects with growth potential.
Steps to invest in Investee Companies / Investment Vehicles
We analyze objectives, available capital, and time horizon to structure the investment.
We identify the company or structure most aligned with the asset and tax strategy.
We conduct a thorough legal, financial, and operational analysis prior to entry.
We manage the operation and monitor performance with continuous reporting and control.
How can we help you?
Telephone
Location
Calle Llums, 1, 07013 Palma de Mallorca
Contact form
Success stories
Structured investment in a hotel chain with strategic assets in key tourist areas, generating sustained profitability and portfolio expansion.
Participation in a regional hotel company
Mallorca
Access to a large-scale solar project through carpooling, optimizing taxation and ensuring stable long-term flows.
Renewable energy investment vehicle
Península
Acquisition of a stake in a leading last-mile distribution company, aligned with the growth of e-commerce.
Entry into premium logistics company
Baleares
Collaboration with a development company for a high-end residential complex, with capital gains generated during the delivery phase.
Joint venture in prime residential development
Península
Minority investment in a management company with a portfolio of boutique hotels, diversifying revenue and strengthening its presence in the luxury sector.