Complete answers for complex needs.
Our areas of activity are designed to offer integrated and customised solutions that reflect the complexity and uniqueness of each client.
We are committed to providing a complete range of services to meet all the needs of your family and your assets.
ASSET MANAGEMENT
We create tailor-made strategies for asset management, taking into account the financial objectives and specific needs of each client
Our experience allows us to optimise investments, mitigate risks and provide our clients with constant monitoring. The diversification and continuous assessment of investment opportunities is complemented by daily family asset management activities. The team is completed by experts in accounting, storing legal documents and supervising financial accounts.
Investments and Diversification
We create diversified and well-balanced portfolios, choosing the investments that best suit clients’ needs and their risk tolerances.
Monitoring and Reporting
We provide detailed and regular reports on investment performance, allowing clients to closely monitor their assets and make any necessary changes.
LEGAL AND TAX ASSISTANCE
We provide legal and tax advice to ensure that the family is in compliance with current regulations and to mitigate negative tax impacts.
International taxation
Thanks to our in-depth knowledge of international tax laws, we offer advice on taxation and develop strategies to optimise clients’ tax liabilities.
GENERATIONAL TRANSFER
We know how important it is to plan for the future of your assets.
Succession planning
We help families develop succession strategies that preserve heritage across generations, minimising tax and legal impact.
Legal and Inheritance Advice
We work in collaboration with expert lawyers to ensure that legal and inheritance matters are handled correctly and in accordance with current laws.
PURCHASE AND VALUATION OF GOODS
Protecting and enhancing assets to create an ever better quality of life
Real Estate Service
we provide assistance in the purchasing or sale of real estate and real estate portfolios to institutional and private investors; construction and developer companies; real estate investment funds; facility and property management companies. Our professionals specialise in additional extraordinary operations such as renting and selling business units that include real estate; drawing up inventories and valuations; acquiring assets in the context of real estate auctions, composition and bankruptcy procedures; financing and restructuring of real estate loans; due diligence and joint-venture agreements and creation of vehicles aimed at real estate operations and projects.
Luxury Concierge
We offer personalised services such as holiday planning, the purchase of luxury goods, the management of real estate properties and other services tailored to the specific needs of families.
Human Resources Management
We oversee the management and compensation of domestic staff, financial advisors and other professionals who work at the service of families.
Management and enhancement of artistic heritage
Qualified and personalised assistance to individuals, legal beneficiaries and operators in the sector – artists, family offices, foundations, gallerists, banking institutions, cultural institutions, trust companies and trusts – in the management and planning of artistic heritage and collectibles.
Philanthropy and Charity
Assistance in the management of philanthropic activities and family charitable contributions, facilitating the creation and management of foundations or charitable trusts.
Financial Education
We provide financial training and skills development services for family members, especially new generations, to ensure a thorough understanding of asset management.
