EN – Wealth Management

Every family is unique and special. Accumulated assets represent the result of remarkable business achievements and strong family cohesion. However, families are also spaces where generations converge, bringing divergent interests that can sometimes lead to differences of opinion or even conflicts during periods of transition.

To ensure profitability and preserve the value of wealth, effective management is essential. Our clients trust our expertise in managing and handling the assets that make up their estates. We support them in all major decisions, providing comprehensive advice with a commercial, technical, operational, legal, and strategic perspective tailored to their industry and the diverse business ecosystems in which they operate. We collaborate with technical experts and specialists depending on the specific assets entrusted to us for management. Furthermore, we assist our clients with all legal and tax matters associated with their wealth. From drafting and negotiating contracts to regularly overseeing their execution, we act as owner representatives.

We also assist our clients in succession planning, taking a practical approach that prioritizes family interests while encouraging each family member to align their individual needs with the broader family goals. This promotes stronger cohesion and widespread acceptance. Based on this shared understanding, other individual agreements—such as partnership agreements, prenuptial agreements, wills, and business structures—are developed and aligned.

We take pride in delivering legally airtight solutions that are as simple as possible and no more extensive than necessary. At the same time, our advice is always personalized and tailored to the specific needs of our clients, who decide the level of support and assistance they require from our team at any given time.