Financial Planning
We offer our clients advice on the design of a personalized financial plan. After analyzing the client’s particular situation and designing a plan that fits his needs, we select the appropriate securities to ensure the level of income and return sought.
If during the design phase it becomes evident that specific legal and tax advice is required, as it is often the case when dealing with patrimonial assets, we assist our client in selecting the most effective provider of such services.
Life insurance and real estate holdings as well as interest in operating companies and works of art are invariably part of a well-grounded financial plan. Accordingly, we advise our clients in selecting the best qualified agents to offer the most effective solutions in the context of the client’s estate and life objectives.