Specialists in designing eﬃcient business structures. Wide range of services:
- Wealth and tax structuring.
- Family business.
- Succession planning partnering with the main international insurance companies.
- In-depth knowledge of local tax framework, partnering with the best local legal experts.
- Broad experience in advice and planning of major assets.
Mutual funds selection team
Benchmark team of professionals with proven experience, pioneers in analysing and monitoring this type of asset, with a multidisciplinary approach and training:
- Financial and mathematical.
- Up-to-date and proactive knowledge of the universe of mutual funds.
- Selection process combining quantitative, qualitative, operational and risk-control criteria.
- More than 650 funds permanently monitored.
A team specialising in philanthropic and sustainable investment.
A comprehensive advisory service that responds to your interests and objectives in the fields of philanthropy and sustainable investment:
- 1. Rigorous.
Applying an innovative approach, based on strategic philanthropy.
- 2. Based on reflection.
Helping you reflect on your goals and how to reach them.
- 3. Contributing an overall solution.
Offering a wide range of resources.