CUSTOMER INTEGRAL SOLUTIONS

SERVICE FOR PRIVATE INDIVIDUALS

  • Multi-Custody, multi-jurisdiction, multi-disciplinary model with independent advice as a code of conduct
  • Detailed analysis of the customer’s current cost structure, with the main initiative of optimizing it
  • Full availability of a group of elite professionals in order to provide made-to-measure financial advice
  • Fully transparent model, both in terms of advice and associated costs, our aim being to set an Industry standard

Wealth Tax Optimization

Investment Advisory

Portfolio Management

Product Structuring

Private Funds

Consolidation of Assets

Tailor-made Reporting

Audit of Assets