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Services
Tailored investments with a global perspective
Estate planning
Strategy
Effective estate planning success relies on a comprehensive view of assets and a strategic approach. The investment process should be the final step after conducting a thorough analysis that encompasses the entire wealth and defines family values and objectives.Guidance
Throughout the complex estate planning process, we equip you with the necessary tools to navigate different market situations safely. This includes successfully overcoming behavioral biases and avoiding the numerous costs that investors may encounter.Continuous process
Goals and return expectations for assets change over time. The planning process must be flexible, adapting to these changes and requiring continuous reassessment of investments to align with new demands and market situations.
Financial and real estate advice
Aligned with your objectives
As an independent financial advisory firm, we align ourselves with your profitability goals. We provide fully personalized advice and ongoing portfolio monitoring, considering your investment profile and addressing your needs, objectives, and timelines.
Financial and real estate investments
We seek the best options based on your profile, return expectations, and preferences regarding sustainability criteria. We select products to create a customized, diversified, and balanced portfolio. Our analysis covers a broad range of national and international financial, real estate, and private equity products.
360° service
Investing in assets goes beyond the product itself. It is crucial to choose the right custodians based on service, cost, and overall portfolio, as well as the assets in which to invest, considering their tax implications and the savings they can generate. In this regard, we offer you a wide selection of national and international banks, assistance for closing or opening new bank accounts, and investment options based on cost criteria, among other services.
Periodic reports
We generate investment reports periodically, consolidating your portfolios and providing an overview of your financial situation. These reports are accompanied by a brief analysis of the period's events, covering also sustainability aspects of your portfolio.
Tax and legal advice
Seeking tax improvements
Good wealth planning or advice would be incomplete without addressing the tax aspects of our recommendations. At DiverInvest, our tax advisory department analyzes the taxation of the financial products we recommend within the specific context of each client. Additionally, we offer an analysis service of your wealth situation to provide proposals for tax improvement.
Strategically tailored planning
Tax and legal advice go beyond investment portfolios. Every wealth is unique and has specific characteristics that we study individually. We provide comprehensive advice with the goal of achieving an economically and fiscally efficient wealth structure, capable of facing both current and future challenges.
Recurring and one-time services
Our team of lawyers and economists also provides commercial and civil advice on specific issues that may arise, such as real estate investments, succession planning, and more. They also handle recurring tax services, such as income and wealth tax declarations or tax models from various public entities.
Let's talk about it ?
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