Wealth planning is the art of structuring your wealth while building it, preserving it, and in order to transfer it to the next generation.
We perform a detailed analysis of your financial situation, taking into account current asset and future liquidity requirements. We then construct a personalized financial roadmap based on the specific and unique goals of each individual family.
Retirement and Succession Planning
In partnership with specialized partners, we offer you private wealth structuring and estate planning services in order to advise the appropriate holding structure. We implement appropriate asset protection strategies. Our aim is to provide you with unique solutions tailored to your personal circumstances offering a stable asset base to prevent possible future issues.
Accounting & Tax coordination
In partnership with leading companies, we coordinate all tax, legal and accounting services for each family, through an evaluation of every structure in order to optimize legal and fiscal issues, both locally and abroad making sure that they comply with their jurisdiction’s regulation.