Estate consultancy and advice

Home Estate consultancy and advice

Estate consultancy and advice

This service is available either in an independent form or as a first step in our Family Office service.

Knowledge of client assets

Analysis and quantitative and qualitative assessment of integral assets of wealth capital

Definition of an investment policy

Establishment of objectives and plan of action

Monitoring and communication

Special care is taken to assure the correct drafting and preparation of tailored reports.

In order to find out where you can get to, you must first find out where you are

Our prerequisite is to know how to listen to a client

Active Compass© [2017].