we are

Who we are

who we are

Our History

EAFI Fribourg & Partners was created to meet a need: independent advice, and with a goal: a prudent profitability that the founding partners have demonstrated over the last 30 years within the Corfri group (www.corfri.com)

EAF

What is an EAF?

Financial Advisory Companies (EAF) are individuals or legal entities that provide investment advisory services, understood as providing personalized recommendations to clients on financial instruments and advice on ancillary matters such as capital structuring, industrial strategy, and other services related to mergers and acquisitions.

Like any Investment Service Company, operating under the umbrella of the Securities Market Law, EAFs must have technical and human resources to meet their obligations and assume their responsibilities.

The rigorous control exercised by the National Securities Market Commission in defense of the client is endorsed by the obligation of EAFs to have a customer service department or service and a Regulation for Customer Defense.

EAFs are born with the objective of deepening specialization and professionalization of advisory activity. It is an activity compatible with that of any private banking but exclusive in terms of advisory as neither intermediation nor custody is possible. These conditions allow developing the activity in an environment of greater transparency in the collection and origin of income, and greater agility and flexibility for the transmission of knowledge, and therefore, added value.

EAFs are companies regulated by the Securities Market Law, by RD 217/2008 on the legal regime of investment service companies, and by CNMV Circular 10/2008, which provides statistical information and key figures for EAFs.

The Investor Assistance Office of the National Securities Market Commission offers a guide to Financial Advisory Companies, whose objective is to inform the general public about what EAFs are, what services they offer, how they should act, or what expenses the financial advisory service entails. Access the document at the following link: CNMV EAF Guide.

Who we are

Our Team

Jean Fribourg

CEO

40 years of experience in Management and Business Leadership. Bachelor’s degree in Mathematics and Philosophy. Postgraduate degree in Finance & Marketing from the “Hautes Etudes Commerciales” (HEC) school in Paris, class of 1970. Awarded “Officier dans l’Ordre National du Mérite” by the President of the French Republic in 2019 and Vice President of the Spain Committee of the Conseillers du Commerce Extérieur de la France (French Foreign Trade Advisors).

Languages: Spanish, English, and French.

Luis García Berzal. Product and Investment Director. Fribourg & Partners

Luis García Berzal

Product and Investment Director

Luis García Berzal joined the Fribourg & Partners EAF team in 2021. He holds two bachelor’s degrees in Economics, specializing in Finance, and in Business Administration and Management, both awarded by Universidad San Pablo CEU. Additionally, he has obtained a master’s degree in Data Science and Big Data with a focus on finance, completed at the AFI Business School.

Languages: Spanish and English.

Jenniffer Chacón. Chief analyst. Fribourg & Partners.

Jenniffer Chacón

Chief Analyst

Jenniffer Chacón Uribe joined the Fribourg & Partners EAF team in 2023. She holds a Bachelor’s degree in Public Accounting from the University of Los Andes in Venezuela. Previously, she has developed her career in countries like Chile, where she gained experience in Auditing, finance, and internal control.

Languages: Spanish and English.

Support

External Team

Luis Felipe Utrera Molina

Legal Advisory

Jose Luis Arnau García

Tax Advisory

OBJECTIVES

Who do we advise?

Institutional Clients

Investment funds and corporate groups.

Corporate Business Investment

Family Offices

Management of family assets, including investments, planning, taxation, real estate management, etc.

Charitable Organizations

Management, administration, and protection of their assets.

Professional Clients

All sectors and female collectives.

Guardianship for Legally Incapacitated Individuals