Wealth Management

Wealth management

Our mission, on the Individuals side, is to protect, safeguard and enhance the entire assets of our customers thanks to the development of partnerships of absolute standing with international operators in the sector, including Private Equity, both in the securities sector and in the real estate sector, as well as to pursue every sustainable and alternative solution to managed and administered savings.

We start with the transformation of the asset allocation and implement the concept of Asset Advisor.

The Patrimonialist is the reference figure for the family and for the entrepreneur with skills that also concern the areas:

Financial advice

Social security

Optimization of securities investments

Successory and generational change

Real estate

Art Advisory

Gestione patrimoniale