About Us
Dallona Inversiones was born from the shared vision of its founding partners, Rosa Ramón and Eduardo Caro, who combined their strengths to create a unique consultancy firm. As a family-run business, our values are rooted in trust, closeness, and professionalism. Based in Palma de Mallorca with a global outlook, we are committed to offering each client direct engagement and comprehensive solutions that span from financial matters to specialised sectors.
Rosa Ramon
Founding Partner
Rosa Ramón has over 15 years of experience in wealth management and real estate investment. As head of her own consultancy, Rosa Ramón Patrimonio, she has advised families, family offices, and businesses on the optimisation and growth of their assets. Her multidisciplinary background—spanning law, business strategy, and taxation—enables her to approach wealth management with both rigour and a highly personalised focus.
Rosa is known for her approachable manner and her strong commitment to preserving family legacies, helping clients make informed decisions to ensure the profitability and generational continuity of their wealth.
Eduardo Caro
Founding Partner
Eduardo Caro brings over 20 years of experience in the nautical sector and business management. As founder of T.E.C. (Trabajos en Cabos S.L.), a leading company in nautical maintenance and equipment services in Mallorca, he has worked closely with international clients in the maritime world, earning a reputation for excellence and reliability. In addition to his expertise in the maritime industry, Eduardo has been involved in real estate investment projects through house flipping and has developed high-end concierge services for a discerning clientele.
His entrepreneurial vision and ability to manage complex projects complement Rosa’s financial expertise, forming a well-balanced leadership team focused on achieving the best outcomes for our clients.
Mission
Our mission is to provide comprehensive, trustworthy advice that enhances the value of our clients’ wealth and supports the growth of their business ventures. We achieve this through close guidance, tailored solutions, and rigorous management rooted in ethics and professional excellence. Every project we undertake aims to deliver peace of mind, prosperity, and long-lasting relationships built on transparency.Vision
We aspire to become a leading consultancy firm in the Balearic Islands and internationally, recognised for the quality of our services and the trust placed in us by those who choose to work with us. Our long-term vision is to grow alongside our clients, adapting to changes in the economic and technological landscape, while continuing to offer innovative strategies that ensure the sustained success of their investments and businesses. We aim to be the strategic partner that families and companies turn to when seeking security, growth, and truly personalised service.Values
- Integrity: We act with transparency, honesty, and respect in everything we do. Confidentiality and ethics guide all our actions.
- Commitment: We are fully dedicated to our clients' goals, treating each project as our own and offering our full attention and effort.
- Excelencia: We strive for high-quality results. Our team is committed to exceeding expectations through meticulous and professional work.
- Innovación: We promote creative thinking and continuous improvement. We stay up to date with market trends and tools to provide cutting-edge solutions.
- Personal Approach: We value close, human relationships. As a family-run firm, we offer each client warm, empathetic, and individually tailored attention.