Financial planning and wealth overview
- Evaluation and preparation of the overall current and future financial situation.
Estate and wealth transfer planning
- Wealth protection, transfer analysis, and planning related to the management of all types of assets and income sources.
- Customization services for estate settlement and administration.
- Professional guidance on family governance.
- Professional guidance regarding wealth transfer to future generations.
Life management and budgeting
- Budget services, including wealth reviews, analysis of short and medium-term liquidity requirements, and long-term objectives.
- Management and administration of properties, private jets, etc.