Wealth planning and strategic consulting for both Corporate and Private Clients.

Tailor-made products and solutions.

National and international operations.

OUR MISSION

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.

WEALTH PLANNING & ASSETS PROTECTION

In a global market where extensive assets are qualitatively and quantitatively complex, wealth planning operations are essential for the Client who wants to...

GENERATIONAL TRANSITION

Still today, in Italy, just a tiny portion of the population drafts up a will. A legal instrument such as the will, even if it is a simple and easy-to-use one, is...

FOCUSING ENTREPRENEURS

The business community is a world of its own that needs to be maintained and protected in the best possible way. Italian legal system provides us with...

TRUSTS

A trust is a legal instrument derived from common law systems and it is today the main legal remedy within wealth planning and assets protection operations...

OUR PHILOSOPHY

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.

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