• Consultancy
  • Asset management
  • Family Office

CONSULTANCY AND ASSET MANAGEMENT

  1. A dynamic, modern and all around personalized management style.
  2. Access to the best market analyses.
  3. Constant attention to individual portfolios over time.
  4. Active assistance in implementing investment strategies.
  5. Active consultancy for clients who prefer independent decision-making.

ACTIVE ASSET SUPERVISION

  1. Cost and performance analysis.
  2. Risk management.
  3. Benchmark monitoring and analysis.
  4. Global assets supervision.

 

FAMILY OFFICE

Finpartner avails itself of the collaboration of sector specialists as well as its yast experience
to offer independent and personalized solutions.

  1. Succession planning.
  2. Fiscal planning.
  3. Real estate consultancy.
  4. Insurance consultancy.
  5. Family inheritance.