BUYING A VACATION HOME IN YOUR FAVORITE DESTINATION
Is your search focused on something special for your family to enjoy? We can also advise you on the management of your assets and tax charges.
SPEND MORE TIME DOING WHAT YOU LIKE
Would you like to spend less time thinking about money? If managing your assets takes valuable time to do those things you would like to do, we can help you. We will work with you to understand your needs and seek solutions with our specialist team. It is also possible that you want to consider the benefits of managing discretionary investment management in a highly structured and personalized approach that can free you from the intensive management that requires your assets.
MAKE A SPECIAL PURCHASE OR FINANCE AN IMPORTANT EVENT IN YOUR LIFE
Do you have a luxury item in mind, for example, a yacht? Do you have to think about the wedding or the education of any of your children or another important event?
Whatever your plan, we offer customized solutions to cover your needs.
CONVERT YOUR INVESTMENTS INTO A SOURCE OF INCOME
If you are willing to convert your investments into a source of additional income, this is the time to start thinking about optimizing your capital.
We provide a variety of investment solutions, including investments in structured capital protected products.
PRESERVATION AND TRANSFER OF YOUR HERITAGE
It is likely that concerns such as taxes, economic or political uncertainties, or the future and well-being of your family will often take your sleep away.
With a little planning and a trusted advisor at your side, you can conserve your assets throughout your life and pass it on to the next generation.
PLAN YOUR SUCCESSION FOR YOUR FAMILY'S BENEFIT
Succession planning can be complex and non-extendable. Making the right decisions today can ensure that your assets are transferred to your successors at will and with more efficient tax treatment.
Creating succession planning is even more important, if you have assets (such as a vacation home, a boat or an investment portfolio) in more than one country, or in a country that imposes high taxes on succession or inheritance. In addition, if your successors live abroad, you may have to plan tax and real estate matters in the country in which they reside.
By working together with you and your successors, we can help you to implement the ideal solution to satisfy your succession planning requirements.
MAKING FINANCIAL DECISIONS AND ACHIEVING EFFICIENT TAX TREATMENT
By formalizing and implementing succession and continuation plans for your companies, you will ensure that a large part of your assets are transferred to your beneficiaries.
Depending on your type of assets, you may have to consider the tax implications of almost every financial decision you make, especially if you have assets in different countries or successors who reside abroad.
Our consultancy team has extensive experience and can contribute to the protection and preservation of your assets through personalized advice and a wide variety of financial solutions