Family Office / Executive Office

Our Wealth Advisory service is tailored ad hoc for each of our clients, providing a comprehensive view of their wealth. This service is aimed at individuals, family groups, foundations and institutions. We act as Family office for family groups or as Executive office for professionals and executives.
Wealth advisory services

THE PROCESS

  • 01. Initial diagnosis
    • Knowledge of the client and his financial and tax situation.
    • Understanding your needs and objectives, both financial and vital.
    • Analysis of the current asset portfolio
  • 02. Definition of corrective actions
    • Proposed improvements
    • Construction and monitoring of a diversified investment portfolio.
    • Risk assessment and management.
    • Financial and succession planning in collaboration with legal and tax advisors.
  • 03. Equity investment plan
    • Execution of changes.
    • Follow-up and monitoring.
    • Regular meetings.
    • Reporting.
    • Financial education.

AREAS OF ACTIVITY

The Family Office service covers the following areas
  • Financial planning

    We organize your financial assets in order to meet your present and future needs and objectives.

  • Tax planning

    In collaboration with your tax advisor, we analyze the structure of your investments in order to optimize the financial and tax profitability.

  • Succession planning

    We help you ensure a smooth transition of wealth from generation to generation.

  • Continuous training

    Continuous training of both our clients and the new generations that join the family wealth management.