Our offering towards our client is not limited to financial investments. Effective wealth management is much broader and includes an analysis and assessment of possible alternatives in the following essential fields of our activity:
- Consolidation and Reporting
- Fiscal Optimization
- Geographical Diversification
- Family Protocol
Our team has a great deal of experience advising international families and companies on these essential elements of effective wealth management. This experience, together with the support of our network of lawyers, Auditors and external specialists allow us to confront and overcome situations of considerable technical complexity.