Appropriate diversification of family economic interests requires presence across various jurisdictions. Compliance with local regulations and good tax planning are essential for protecting and optimising family assets. Similarly, the professional support we provide our clients in estate planning- to guarantee intergenerational handovers- is an important point of reference, just like our dedication to defining Family Governance.

The perpetual evolution of the world in which we live means that we must constantly adapt existing projects and carefully plan and set up new projects, such as purchases of immovable property, works of art, yachts and so on. Our experience in the field, supported by a network of external experts with specific know-how, enables us to offer clients the answers they need for complete peace of mind.

Regular feedback on investments provides our clients with an easily legible and up-to-the-minute overview of their assets. Specific audits can be carried out upon the client’s request, or for risk analysis purposes, in order to set up investment reviews and to ensure observance of compliance standards and regulations.

Helping to organise family life is an integral part of the services we provide. Obtaining residence permits, handling local administrative formalities and managing household staff, are just some of the services we habitually offer our clients.