Our Services

Trust and
estate planning

A trust is traditionally used for minimizing estate taxes and can offer other benefits as part of a well-crafted estate plan.

Patrimonial
Management

The management of your equity with the objective of gaining the loyalty and support of subordinates and beneficiaries.

Fusion and
Acquisition

Strong companies will act to buy other companies to create a more competitive, cost-efficient company and more shareholder value.

Succession of
heirs

Refers to the law providing for the inheritance of property from a person who dies without leaving a will.

Asset
Management

Asset management is the direction of a client’s cash and securities by a financial services company, usually an investment bank.

Investment
advice

Investment advice refers to any recommendations regarding an investor’s portfolio.

Long-term
assets

Assets that are not intended to be turned into cash or be consumed within one year of the balance sheet date.

Risk
management

Risk management’s objective is to assure uncertainty does not deflect the endeavor from the business goals.

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