Family. Estate. Business.
In the world of Wealth Planning, when analyzing the case proposed by the Client,
three intersecting sets of issues are identified, analyzed and studied.
A relative concept that fulfills its value in the Client’s own private world: it consists in his loved ones.
In today’s global scenario, the Family can be complex and even geographically located in more than one jurisdiction. What is more, the Family dynamically changes and evolves over time.