• Retirement Plans: We create personalized plans that project future income, expected expenses, and strategies to ensure a comfortable and secure retirement.
• Wealth and Succession: We assist in structuring the efficient transfer of assets to protect our clients’ legacy while minimizing tax implications.
• Fiscal Structure: We collaborate with external advisors to integrate tax solutions into a holistic financial strategy.

• Sponsored Plans: We provide guidance on the implementation and management of employer-sponsored retirement plans, optimizing investment options for employees.
• External Advisor Selection: We facilitate the identification, selection, and monitoring of external advisors, including private fund managers, to expand our clients’ investment opportunities.

We offer tailored training sessions on financial investment, risk management, and portfolio structuring. These sessions include the analysis of financial instruments, advanced diversification techniques, performance metrics evaluation, and adaptive strategies for volatile markets. Designed for both clients and corporate employees, our training ensures a practical and applicable approach to financial decision-making.