With wealth planning services, customers are assisted in identifying solutions to manage their capital, with the goal of reorganising for legal and tax optimisation or in view of a generational handover.
Wealth planning has four objectives to achieve and four values to pursue in order to complete its mission.
Protecting financial and capital assets, including real estate assets in Italy and abroad, corporate shareholdings, business initiatives, stock option plans.
Expertly representing the customer in shareholders' agreements, in the execution of commitments and in the generational handover.
Handling the desires of customers, mitigating tensions and attitudes and acting as supporting manager of their assets.
Managing, preserving and enhancing customers' assets over time, through a structured and systematic intervention plan.