Wealth Advisory

Start-ups and Venture capital Complementary services
Family Asset Management
Wealth Structuring
Wealth Guide
Legal services
Tax and Accounting services
Valuation, purchasing and selling of companies
Issuance of Securities
Mortgage and Insurance Services
Wealth Advisory
Family Succession
Real Estate Management
Concierge and Personal Valet
Alternative Investments

WEM services

with assets up to 50 000 EUR

These services are the cornerstone of wealth management and are designed to build firm foundations of your wealth so that it can serve you for life. For this reason, they are available for all our clients.

Main services of Wealth Advisory

Complete analysis of personal and family assets of the client
Preparation of a personal investment plan
Optimization of investments and financial products
Exclusive WEM portfolios
Investment savings (Save For Tomorrow)