WHY AN INDEPENDENT FINANCIAL ADVISOR?
The Client decides and adjusts the level of involvement the Advisor has over the global portfolio and the family objectives over time.THE CLIENT TRULY AT THE CENTER
Risk
managing
The Advisor focuses on managing all the risks the client is exposed to.
Selection and evaluation
of providers
The Advisor selects, evaluates and proposes different service providers for each specific need: legal, tax or corporate.
Cost structure
optimization
The Advisor challenges all the independent providers in order to optimize the cost structure for the Client.
Commitment
with the goals
ll the Advisor ́s resources are exclusively focused on Client ́s needs.
Tailor made
solutions
The Advisor becomes a facilitator for the Client, managing all the relationships with third parties and proposing tailor made solutions.
Always
available
The Advisor will always be available for any requirement of the Client.
