In accordance with your requirements we can establish all the necessary consolidation reports based on an evaluation of the stocks and other asset classes such as real estate, private Equity, investments, art collections and yachts.
We estimate the evolution of your wealth, check if your investments comply with your financial strategies and control the costs of your various providers.
Thanks to a simple and intuitive digital interface you can know at any time the situation and the evolution of your assets.
TAX AND ESTATE PLANNING
Our wealth planners are at your disposal for any tax and estate planning.
We analyse your financial situation in order to develop strategies for tax optimization, protection and transmission of your assets.
We support clients in the implementation and monitoring of these solutions.
We support our clients in the establishment of family charters, in the preparation of the transfer of their business, in the resolution and anticipation of possible intergenerational conflicts.