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Family Office and Wealth Management

We offer a Family Office service dedicated to managing and protecting family wealth, ensuring effective and structured investment planning and wealth transfer.

Our consulting includes asset diversification, capital protection, and tax optimization, with a personalized approach based on the specific needs of the family.

We also manage relationships with banks and legal advisors to ensure comprehensive and integrated wealth supervision, in line with long-term goals.

Frequently Asked Questions (FAQ) on Family Office and Wealth Management

What is a Family Office and who is it for?

A Family Office is a structure dedicated to managing the wealth of families with significant assets, offering financial, fiscal, and succession planning services

What are the advantages of relying on a Family Office?

It allows for structured wealth management, with personalized strategies for capital protection and growth, as well as tax optimization and support in family governance.

How does succession planning work?

A tailored plan is developed that includes wealth protection tools, tax strategies, and legal advice to ensure a smooth transition between generations.

Does a Family Office only manage financial investments?

No, it also manages real estate, business holdings, art, and other assets, in addition to coordinating legal and fiscal services for comprehensive wealth administration.

Why is wealth management and Family Office important?

It ensures stability and continuity for family wealth through structured and personalized management.

Protection and growth of wealth

Safeguard assets through targeted and diversified investment strategies, reducing risks and maximizing returns.

Effective succession planning

Ensure a smooth transfer of wealth between generations, minimizing tax impacts and conflicts, using appropriate legal and financial tools.

Integrated and personalized management

A holistic approach that coordinates all financial, fiscal, and legal aspects to provide comprehensive, customized supervision for the family.

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