Since April 2023, we have been authorised by FINMA to perform the activities of a trustee company. In this context, we follow the client's personal and family needs, with the aim of protecting and enhancing the assets, and planning their transfer to the next generations through the use of the trust instrument.
We support clients in their financial planning and investment decisions, providing financial advisory and implementing their portfolio with proposals adapted to their specific profile and constantly monitoring the work of external portfolio managers.
We assist our clients in the construction of their property portfolio and help them in its management with the aim of preserving its integrity, value and obtaining the best profitability.
Transparency, integrity and professionalism are the values that guide us in offering our services to individual clients and families. We work with dedication to protect and grow our clients' assets, locally and internationally. We support them with any needs or problems, before and during their move to the Principality.
Thanks to our strategic vision, the diverse skills of our team of professionals, and the consolidated authority of more than 40 years of experience, we are able to offer truly 360-degree support to companies, both in the Principality and at a European and international level. We move quickly to help you meet the challenges of the contemporary economy, with know-how that ranges transversally from business start-up and expansion strategies to HR process management, via tax, legal and administrative consulting and much more.
