A solid track record of confidentiality and expertise

Finnat Fiduciaria specialises in providing highly personalised wealth consultancy and management services for the protection of wealth and its planning, including in relation to cohabitation and generational handovers.

• Services relating to personal and corporate wealth planning
• Planning in support of property and corporate holdings
• Asset Protection and generational handovers, including family training on these issues
• Assistance with family governance and family agreements
• Tax optimisation through our role as tax substitute, including for foreign assets
• Aggregation of mandates and banking relationships
• Monitoring of costs related to financial and non-financial investments
• Analysis of the performance and risk of financial investments