Italia - Dubai - Abu Dhabi
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Wealth Planning
Wealth Planning
Protect and enhance your assets with tailor-made strategies
Wealth planning is essential to ensure the stability and growth of your financial resources. Through careful analysis and the definition of clear objectives, we help individuals and companies manage and optimize their assets, ensuring their protection over time.
Individuals
For individuals, we also offer customised solutions for:
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Asset protection: Strategies to protect personal assets from future risks and liabilities.
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Tax optimisation: Planning to reduce the impact of inheritance and asset transfer taxes.
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Inheritance planning: Definition of a succession plan to ensure the efficient transmission of assets to your heirs.
Businesses
For businesses, our services include:
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Corporate wealth planning: Structuring of assets to protect company assets and enhancing their management.
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Corporate tax optimisation: Strategy to minimize the tax burden and maximise the value of the company.
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Risk management: Analysis and reduction of financial risks to ensure the long-term stability of the company.
Estate planning includes all activities aimed at managing, protecting and increasing personal or business assets, taking into account long-term needs and goals.
It depends on your specific situation. There are strategies such as establishing trusts, foundations, and asset protection tools.
Yes, tax planning is an integral part of estate management and can help minimise the tax impact on your assets.
An unprotected estate is at risk of being eroded by unexpected liabilities, litigation or an inadequately structured succession.