We define ourselves as a “wealth advisor” and we are experts in investments and financial instruments as well as management consultancy and asset protection. In other words, we are not simple portfolio managers, but an independent niche company that plays a role conceived on the basis of a broad fiduciary relationship with the client. Our clients also rely on us for extra-financial advice such as art, culture in general, philanthropy, generational change, asset protection and other services related to the complexity of an important heritage.
The new "wealth advisor" is in fact the investment and financial instruments expert who provides management advice and asset protection to clients, but is also the one who has a cross-functional culture
We are independent financial advisors and provide wealth planning and investment advisory services. We work with leading banking and insurance institutions to guarantee the best professional service and protect the interests of our customers. We take care of the generational transition in all its parts. Our financial advisory office deals with finding financing and tenders
the realization of large projects as well as managing requests for funds, investment groups or Family Offices, which seek investments in the Italian or Middle Eastern territory
We make use of the collaboration of highly professional partners in the legal, tax, contractual and aviation law fields, able to satisfy - following an in-depth analysis of the subject submitted - every request.
Thanks to the integrated collaboration agreement with our law firms in the sector, we also provide tax assistance and advice, both in the pre-litigation phase of the tax assessment and in all stages of the dispute up to the Supreme Court of Cassation. With regard to Civil Law, we guarantee judicial and extrajudicial assistance (including contracts), with particular reference to company law, real estate and rental law and family law. We also provide anti-money laundering advice to major players in the financial market