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Wealth Management

Our approach
  • IN-DEPTH ANALYSIS OF THE CAPITAL AND PERSONAL STRUCTURE
  • IDENTIFICATION OF CLIENT NEEDS AND REQUIREMENTS
  • REALIZATION OF “TAILOR MADE” SOLUTIONS
  • ASSET MANAGEMENT CONSULTING
  • ASSET MANAGEMENT
  • TECHNICAL STRUCTURE AND ASSET PROTECTION PLANNING
  • SUCCESSION AND GENERATIONAL TRANSITION PLANNING

Managed assets
to enhance their value

The protection and enhancement of asset value requires combining personal, family and enterprise interests and positions, to ensure effective management for future generations.

An effective wealth structure can use family arrangements, holding companies, trusts, fiduciary schemes, insurance policies, Specialised Investment Funds (SIFs) and closed-end securities funds to enhance the value of its assets.

HOW WE CAN SUPPORT YOU

HOW WE CAN SUPPORT YOU

Asset structure

We assist clients in evaluating and planning the best way to protect their personal and family assets. We design specific solutions, enhancing and protecting even articulated assets and complex family situations thanks to our expertise in the legal, corporate, tax and financial fields.

Generational transitions

We support entrepreneurs in the generational transition to protect personal, family and business assets. We support them in the management of donations, wills and family arrangements, holding companies and trusts, also in combination with fiduciary mandates and life policies. We design succession plans, shareholders’ exit plans and managerialisation processes.

Corporate reorganisation

We structure corporate reorganization transactions and create family holdings. We design the corporate model to optimize relations between family and governance. We plan the inclusion of family members in corporate roles and the establishment of representative bodies for family members not involved in the management.

Asset management

We carry out a comprehensive analysis of assets, assessing the consistency of liquidity management and/or other illiquid investments. We assist in the selection of financial intermediaries, the definition of the reporting system and the implementation of the process towards an objective structure of liquid and illiquid Assets.

Do you want to grow by external lines or sell your enterprise?

We optimize your interests as advisor in all extraordinary business transactions

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