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Wealth Solutions
Wealth Solutions was established in 2001 by Borja Durán and Jorge Coca after they built advisory practices at major financial institutions. Their work...
Overview
Wealth Solutions was established in 2001 by Borja Durán and Jorge Coca after they built advisory practices at major financial institutions. Their work centers on families that require coordinated oversight across borders. The firm deploys capital through direct co-investments, fund-of-funds commitments, private credit, infrastructure, real estate, and secondaries. Confirmed investment types include distressed situations and intellectual property royalties. Activity spans Europe, North America, Asia, and the Middle East. No headcount or AUM figures appear in public records. The firm maintains its sole office in Madrid. Governance support and multi-jurisdictional allocation form the core mandate, distinguishing the practice from product-driven platforms.
General information
Firm type
Multi Family Office
Year founded
2001
Location
Region
Europe
Country
Spain
City
Zionsville
Corporate office
Madrid, Community of Madrid, Spain
Principals
Borja Durán
Founder
Jorge Coca
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Wealth Solutions?
Borja Durán and Jorge Coca oversee the firm as founders. No additional named investment committee members appear in available records.
How does Wealth Solutions source proprietary deal flow?
The firm draws on relationships formed during prior private-banking careers. No specific sourcing channels are detailed publicly.
Is Wealth Solutions structured as a single family office or does it operate more like a venture firm?
It operates as a multi-family office serving multiple entrepreneurial families. The structure emphasizes advisory and allocation services rather than proprietary venture vehicles.
Does Wealth Solutions participate in fund commitments or only direct deals?
Both fund-of-funds commitments and direct co-investments form part of the mandate. The mix includes private credit and secondaries.
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