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Financial Area

  • Adaptation and rebalancing investments to the appropriate profile.
  • Advice on portfolio management.
  • Economic analysis.
  • Wealth advisory services.
  • Succession planning
  • Tax simulations.
  • Study and definition of the investor profile.
  • Ongoing monitoring and recommendations.
  • Study and recommendations for new products and investment alternatives.
  • Study and optimization of costs associated with an investment portfolio.
  • Immunization portfolios.

These services are addressed to individuals, corporations, associations, professional associations, holding companies, foundations, NGO s and other organizations, regardless of their nature or status; they may require advice in financial matters / heritage.

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