Wealth planning and strategic consulting for both Corporate and Private Clients.
Tailor-made products and solutions.
National and international operations.
In a global context where society and markets are extremely complex variables, seeking the advice of a Wealth Planner enables Clients to improve the wealth management efficiency, in order to protect and target their own wealth. Due to the combination of legal and fiscal elements and thanks to a careful and constant monitoring of the legislation, wealth planning operations enable Clients to protect their wealth, to target it according to their desire and to optimize its costs.
In order to be truly effective, wealth planning operations necessarily require a “holistic” approach to the Client’s assets and to the Client himself. This is an integrated and comprehensive type of advisory, a teamwork in which various professionals work together in the best interest of the Client. Put differently, the Wealth Planner solves the “puzzle” and has regard to the general framework, with the precious support of the various professionals who will be consulted on each occasion, in the light of the requirements of the specific case.