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Wealth Planning

Due to the diversity of the assets and liabilities which comprise personal and entrepreneurial wealth, an efficient wealth management may prove to be very complex. Many times, it is necessary to have a comprehensive view of these elements and the way they relate to each other to determine a strategy which provides an overall framework for action on them.

For this, and in order to maximize the efficiency in wealth management, it is necessary to have a deep knowledge of a number of parameters (legal, taxation, finance, real estate and corporate amongst others).

As a multidisciplinary firm, we offer a broad spectrum of services related with Wealth Planning (such as legal, taxation, finance, real estate and corporate). This way, our clients are able to maximize and optimize the profitability and ensure the sustainability of their Wealth through time.