Our services are being provided based on a fact that “One Size doesn’t always fit all” in terms of Strategic Wealth Management for families.
While being committed to a dedicated methodology, we dare to discuss delicate issues with our clients, to structure a
TAILOR MADE solution, focusing on what matters to them the most, and to ensure that they have the plans and strategies that will allow them to:
- Achieve the life goals that are important to them
- Make great choices in how they live their lives and how they affect the lives of others.
Therefore, the importance of accompanying the client through his life events and especially the major ones.
When 2 things in life are certain:
- Taxes
- Death (Succession)
Succession begins with the birth of a business, while accumulating wealth is the reward of risk taking, leading to the business evolution, unfortunately to Tax implications as well. At a certain point we all have to face the inevitable and start thinking about the
fair disbursement of our Legacy, in an optimized way. Our services are exactly what our clients need, in terms of
Wealth Transfer,
Estate & Succession planning, in order to structure their wealth and plan for its
smooth transfer to their
heirs.
Associated Services
Administrative Services- Consolidation of Accounts
- Financial Organization
- Legal Issues
Family Meetings- Family Governance & Constitution Charts
- Generational Education & Planning
- Mentoring
Tax Services
Wealth Management- Asset & Geographic Allocation
- Real Estate Portfolio & Evaluation
- Organization and Planning
- Structuring & Restructuring
Wealth Transfer- Trust Administration & Fiduciary Structures
- Foundation & Philanthropic Services
- Succession Planning
- Estate Planning
