patrimonios

Wealth management

In managing wealth, we offer a personalised service from which we work to optimise the financial management of wealth resources.

The aim is to guarantee wealth management to satisfy its perspectives of minimum risk, maximum profitability and tax optimisation. We analyse the economic needs and objectives of our customers, defining investment plans according to the evolution of the different markets.

  • Analysis of the resources of a physical person or legal entity.
  • Tax optimisation. Consideration of the best structure adapted to current regulations.
  • Financial optimisation. Analysis of profitabilities and proposal of alternatives.
  • Planning of families.
  • Study of effects on income, wealth and successions.