Wealth planning and protection
Our work focuses on analyzing client needs, assessing the economic value of their assets, and defining the most suitable solutions to achieve their predetermined goals.
Our method:
- Introductory meeting and evaluation of personal needs.
- Qualitative and quantitative analysis of the existing portfolio.
- Assessment of appropriate tools to achieve the objective.
- Wealth planning, which will detail the timelines, methods, and civil and tax purposes pursued.
Tools Used
As previously mentioned, there are various tools available within our legal system to help citizens address their diverse needs. Wealth management activities rely on an in-depth knowledge of, among other areas, corporate law and tax law to achieve the desired results while avoiding errors or legal abuses. At Creo Prime Advisory, our professionals, who firmly believe that professional specializations are a valuable asset, collaborate with top experts in the field. Below, without delving into each tool in detail, is a quick list of the main tools:
- Trust Company
- Simple Company
- Insurance Policies
- Financial Holdings
- Asset Fund
- Family Agreement
- Transfer Pricing
- Trust
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