Your residence: Italy
Your interests:
Capital preservation and capital gains, Tax optimization, Estate planning, Relocation of primary residence
Strategic wealth splits to achieve client goals
The appraisal and evaluation of client needs governs the strategic wealth split. The actual selection of investments within specific instrument classes is then made according to the strictly defined criteria of our investment process. In this context, we rely on quantitative and qualitative evaluation criteria. The assessment of assets is individually monitored.
Selection of specific tax-optimized instruments
Our investment specialists develop tax-optimized investment strategies for Italian clients as well. The issue is to minimize transactions and generate higher after-tax returns. Apart from strategic management, the emphasis is on tax-optimized production selection, particularly within the range of EEA-approved financial products.