In the years following the global financial crisis, there have been radical shifts around the world in legal, tax, and financial matters. These changes require continuous follow up of estate planning strategies in order to preserve and increase capital.
Our goal is to deeply understand your needs, and help you review if your current financial situation and asset allocation are in line with your objectives regarding
We focus on the understanding of your needs, helping you to review your condition and assess whether your estate planning is adequate to meet your objectives preservation, accumulation, and transfer of wealth to future generations.
We provide a complete advisory approach, that considers tax, legal and inheritance aspects, relying on leading independent professionals in each of these fields.