Assets & Finances

Patrimony & Treasury

Facing the set of different options bancs give to the customers to distribute its savings, its important that before making any decision, customers ask for a second opinion to avoid potential important loose or potential low benefit.

Line of Action

At our professional office we offer the following courses of action based on the profile of the client

01. Personal finances

When scheduling your actual investments, the inheritance has to be taken into account, in order to reduce taxes.

02. Family office

Management of financial or real state heritage, taking into account inheritance, in order to reduce taxes, with a comprehensive management taking into account the family node.