WEALTH MANAGMENT
Comprehensive family wealth management
Investment / Divestment
Organization of managment
Study of the financing
Typologies of properties
Rotation of the properties
Restructure Heritage
Changes in partnerships
Family heritage organization
Optimization of fiscal costs
Legal and Financial Needs
Investment income guarantee
Complete management of each asset
Management of each divestment
Trading
Search and Asset Selection
- Legal, accounting, tax and commercial advice
- Project management
- Investment management
- Asset Valuations
- Real estate arbitration
- External financial management
1st PHASE
- Asset Valuation
- Strategy of action
- Definition of proposal
- Internal audit
- NDA and Due Diligence
- Exclusive order
2nd PHASE
- Investment
- Disinvestment
- Structuring
One to One
Private Equity Real Estate
SOCIMI
3rd PHASE
- Asset Management
- Legal advice
- Technical advice
- Financial advice
- Family and Company Tips
- Accounting
- Management of Tenants