Asset Management Advice is aimed at addressing various needs repeatedly manifested by our clients, for e.g. guiding their investment and divestment decisions in non-financial assets, concerning Asset Structures, Real Estate and Other Non-Financial Assets
The provision of Asset Management Advice begins with the integrated and overall economic and financial analysis of the client’s assets.
It is aimed at the client, whether individual or part of a specific relationship with third parties, irrespective of their nature, e.g. corporate, commercial or family relationships.
Asset Management Advice includes all technical and essential information, as well as ancillary or supplementary information, to allow clients to take decisions on the composition and management of their assets.
It allows the client a prospective view of the acquisition, maintenance, transmission or succession in the ownership of assets, under corporate, commercial, family or succession relations, properly defined according to their legal and tax requirements.