Wealth Management

Experience

Wealth Management

We advise people or families in the administration of their assets and in the planning for their transfer to future generations.

What do we do?

We constitute trusts; we supervise the performance of investment banks or portfolios; we evaluate international fiscal impacts; we advise wills or instruction letters; and, under personal standards, we assume responsibilities of protectors, executors or administrators.

How do we do?

Our team is a leader in tax advice in wealth management because it offers a comprehensive service that combines the financial-tax, real estate and corporate areas which allows us to advise private or business clients in the management, preservation and growth of their assets. We are known for offering a personalized service which has given us a wide and strong experience recognized in the market.