Wealth Planning

Wealth Planning

Wealth planning is the art of structuring your wealth while building it, preserving it, and in order to transfer it to the next generation.

Financial Planning

We perform a detailed analysis of your financial situation, taking into account current asset and future liquidity requirements. We then construct a personalized financial roadmap based on the specific and unique goals of each individual family.

Retirement and Succession Planning

In partnership with specialized partners, we offer you private wealth structuring and estate planning services in order to advise the appropriate holding structure. We implement appropriate asset protection strategies. Our aim is to provide you with unique solutions tailored to your personal circumstances offering a stable asset base to prevent possible future issues.

Accounting & Tax coordination

In partnership with leading companies, we coordinate all tax, legal and accounting services for each family, through an evaluation of every structure in order to optimize legal and fiscal issues, both locally and abroad making sure that they comply with their jurisdiction’s regulation.

Explore more

About Multi-Family Office

Our site uses cookies to keep it secure, measure its performance, and tailor your experience. Please select your prefeences.

Cookie Settings

Necessary Cookies
These cookies are essential for you to browse the website and use its features. Without these cookies, services like secure login for protected areas cannot be provided. Necessary Cookies are always active.
Functionality Cookies
Functionality cookies are used to provide enhanced functionality and personalization, such as remembering your preferences or settings (e.g. language, region, etc.).
Advertising Cookies
Advertising cookies are third-party cookies that track online activity of website visitors to deliver relevant advertisements. We use only one Advertising cookie which enables you to have a personalized experience across other websites.
Cookie Policy
This site is registered on wpml.org as a development site. Switch to a production site key to remove this banner.