Wealth planning
The theme of wealth planning has gradually gained increasing relevance over time, involving not only families and individuals with substantial assets but progressively expanding to subjects who hold assets of lesser value but who, nonetheless, have complex and varied investment and protection needs.
Diversifying investment opportunities, seeking the best opportunities, optimizing the intergenerational transfer of the business in terms of business continuity, structuring targeted solutions for covering risks related to potentially destabilizing events, are activities that may require evaluations that can sometimes be very complex and necessitate the qualified support of professionals of different natures to be managed prudently and foresightedly.
In the overall and articulated spectrum of available solutions, the common challenge is to help the client shed light on the different options available in relation to the needs of wealth planning and protection.
Diversifying investment opportunities, seeking the best opportunities, optimizing the intergenerational transfer of the business in terms of business continuity, structuring targeted solutions for covering risks related to potentially destabilizing events, are activities that may require evaluations that can sometimes be very complex and necessitate the qualified support of professionals of different natures to be managed prudently and foresightedly.
In the overall and articulated spectrum of available solutions, the common challenge is to help the client shed light on the different options available in relation to the needs of wealth planning and protection.
From the mere search for financial returns, to the need for family protection, from the desire for risk diversification to the needs of generational transfer of the business, we intend to be the reference point and a figure of absolute trust, combining an adequate level of competence with knowledge of the entrepreneurial and family affairs of the subjects to whom our activity is directed, guaranteeing solutions characterized by high levels of customization.
Our proposals are the result of a process conducted in close relationship with the client that, starting from a detailed survey of the peculiarities of each situation, unfolds through the identification of medium to long-term objectives and the identification, with the support of a team of professionals (notaries, lawyers, accountants, financial advisors, etc.), of the most suitable - financial and legal - instruments for the realization of a protection and generational transfer plan for the assets.
Our proposals are the result of a process conducted in close relationship with the client that, starting from a detailed survey of the peculiarities of each situation, unfolds through the identification of medium to long-term objectives and the identification, with the support of a team of professionals (notaries, lawyers, accountants, financial advisors, etc.), of the most suitable - financial and legal - instruments for the realization of a protection and generational transfer plan for the assets.