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Tax Planning

  • The invulnerability of assets depends ever more on the means and the jurisdiction selected for their management; recognising the eventual risks which might have to be faced and, therefore, taking the corresponding precautions to strengthen the security of the assets. In order to efficiently manage an investment portfolio, the portfolio must be flexible enough to allow selecting among the different options available, adapting it to the different contexts.

    Accumulating assets is a key aspect to maintain the quality of life and ensure the financial future of the independent financial advisers' clients as well as that of their families.