WEALTH PLANNING. A multi-dimensional advisory model for wealth and family businesses
The wealth planning is the topic explored in the publication written by our Wealth Team in the June 2023 issue of “Le Dossier”, published by We-Wealth.
An overview of the tools and solutions to plan your future and the future of your business, ensuring stability and continuity, also from an intergenerational perspective.
Our multidisciplinary and multi-jurisdictional team focus on the criteria and tools to optimise wealth and succession planning in full compliance with current regulations, with an eye on the various jurisdictions involved.
The Wealth Team is part of the broader context of an independent and international boutique firm with a solid and growing experience in providing tax, financial and legal assistance to private and corporate clients on a national and cross-border basis.
Read ‘Le Dossier'
