Fully Customized Solutions for Your Financial Well-Being
Wealth Preservation | Estate Planning | Tax Optimization
Nossos Parceiros
One Step Ahead
How to protect the fruits of your lifelong hard work?
We combine the services needed to manage multiple types of assets worldwide, creating a strategic plan for current and future needs — including flexible long-term investment structures, tax planning, wills, living trusts, international financial and legal solutions, and business exit or succession plans to protect, maintain and enhance your total net worth, while giving you peace of mind.
Financial and Legal solutions
Simplify Your Financial Life
Instead of attempting to integrate pieces of advice and various products from multiple professionals, our clients benefit from an integrated approach and a full range of coordinated services.
- Wealth Preservation
- Tax Optimization
- Estate Planning
- Assets Protection
- Currency Exposure
- International Real Estate
- Citizenship and Residency
Four steps to success
We Will Help You Every Step Of The Way
We design the process, manage the situations and study case by case.
01
Understand Your Goals, Your Current Assets and Liabilities and Your Tax and Legal Risks
02
Evaluate Alternatives for Protection, Growth and Tax Optimization, Designing Your Fully Personalized Financial Strategy
03
Explain, Align and Implement - Step by Step - Your Newly Designed Personal Financial Plan, Including All Legal Support
04
Follow-Through All Along the Life Cycle of Your Plan to Provide You Clarity and Peace of Mind
We want to be your trustworthy partner for the long-run
We build long standing relationships working with our clients everyday to understand, monitor and adapt plans and structures to the changes that arise over the years across multiple jurisdictions.