The best choice tailored to your needs
In order to respond to your needs in terms of asset structuring, your relationship manager will enlist the help of highly qualified portfolio experts and specialists in financial planning and will draw on the expertise of our international network in order to respond to the requirements of an international portfolio, even enlisting the help, where necessary, of specialist partners such as notaries, lawyers, trusts, for both the structuring and planning of your portfolio (donations, inheritances and succession rights, matrimonial regimes, etc.) and also for the establishment of companies, foundations or trusts.
On the basis of a fullstudy of your assets(equity and real estate, private and professional, national and international), coupled with personalised analysis, our financial specialists will offer you precise solutions that take into account allof the aspects relating to your assets and personal situation. The aim of asset planning is therefore to optimise your portfolio throughout yourlife, helping you to achieve your projects and making them feasible, and helping you to implement the best solutions as you flesh out your objectives.
Our analysis tools integrate your aims in terms of retirement or donations, as well as your charitable projects, whilst also taking into account such parameters as tax and borrowing. We analyse the various resources as well as planned or likely spending, in order to manage the allocation of funds as effectively as possible. According to the parameters set by you, we then define a dynamic projection of your portfolio over time and set out various alternative scenarios.
We take into account the following aspects:
- your assets: liquid assets, goods, investments in transferable assets
- your financial flows: real income and expenses
- your longer-term plans: such as the purchase of a holiday home, financing your children's studies.