Wealth Management

At Eurofinanzza we specialise in the protection, preservation and growth of your wealth.

For more than 20 years, Eurofinanzza Tax Law Center has served the technology needs of the wealth management industry, helping clients maximize efficiency and solve business challenges.

Eurofinanzza offers front-to-back wealth and asset management solutions that support the needs of clients, advisors, and the home office. Stability and comfort come from understanding well your history, dynamics and aims.

It is always our goal with each client to build a strong relationship that allows us to feel the compelling need driving your investment objectives; therefore you can get on with your life peacefully, knowing that your wealth is working for you.

Our Wealth Management solutions are a strategic, ongoing process customised to your unique needs and goals in constantly changing market conditions.

You are unique and your needs are too.

Wealth Management Solutions include:

N

Access to top rated Private Banks.

N

Discretionary Fund Management solutions.

N

Tax effective investing dependent on your own tax status and residency.

N

Pension and Retirement Wealth Management.

N

Non-Discretionary Fund Adviser service; advice on risk and Asset allocation.

Understanding Wealth Management

Wealth management is more than just investment advice. It can encompass all parts of a person’s financial life. Instead of attempting to integrate pieces of advice and various products from multiple professionals, high net worth individuals may be more likely to benefit from an integrated approach. In this method, a wealth manager coordinates the services needed to manage their clients’ assets, along with creating a strategic plan for their current and future needs – whether it is will and trust services or business succession plans.

Many wealth managers can provide services in any aspect of the financial field, but some choose to specialize in particular areas, such as cross-border wealth management. This may be based on the expertise of a specific wealth manager, or the primary focus of the business within which the wealth manager operates.

In certain instances, a wealth management advisor may have to coordinate input from outside financial experts, as well as the client’s own service professionals (for example, an attorney or accountant) to craft the optimal strategy to benefit the client. Some wealth managers also provide banking services or advice on philanthropic activities.

Wealth Management Example

Generally speaking, wealth management offices have a team of experts and professionals available to provide advice across different fields. For instance, consider a client who has $2 million in investable assets – in addition to a trust for their grandchildren – and a partner who has recently passed away. A wealth management office would not only invest these funds in a discretionary account but also provide will and trust services required for tax minimization and estate planning.

Wealth management advisors in the direct employ of an investment firm may have more knowledge in the area of investment strategy, while those who work for a large bank may focus on the management of trusts and available credit options, overall estate planning, or insurance options. In short, expertise may vary across different firms.

Wealth Management Business Structures

Wealth managers may work as part of either a small-scale business or a larger firm, one generally associated with the finance industry. Depending on the business, wealth managers may function under different titles, including financial consultant or financial advisor. A client may receive services from a single designated wealth manager or may have access to members of a specified wealth management team.

Enriching the lives of our Clients

At Eurofinanzza Tax Law Centre, we provide clients with personalized financial strategies that will guide them through the changing currents of their lives. Whether you’re beginning to build your personal wealth, facing a financial life change, or planning for retirement, we offer a straight-forward approach with disciplined financial strategies and sound risk management.

Below are just a few examples of the financial life scenarios that we guide clients through.

The benefits of using a family investment company in your wealth planning

Services we offer:

N

Corporate Tax Planning

N
Personal Tax Planning
N
Wealth Planning & Private Client

When you’re planning out the future stability of your family’s wealth, it’s important to consider both the legal structures you use to do this, and the long-term aims of your planning. Trusts and family investment companies are both useful options to be aware of, but it’s important to understand their different purposes and how they impact on your strategy.

Understanding how you use Family Investment Companies (FICs and trusts)

To achieve the best outcomes from your estate planning and wealth management, it’s important to look at all possible legal structures and how they can be used to your family’s benefit. Family investment companies and trusts are two kinds of structures that are commonly used in planning. But what are the key differences between them?

  1. A family investment company (FIC) is a normal company that’s incorporated and limited by shares. The difference is that it holds investments instead of trading. The FIC is used to manage and control the wealth, property and investments held by the family.
  2. A family trust is a legal entity (not a company) that’s set up so that family members can benefit from an asset (or assets) without being its legal owner. Trusts can be used in their own right, but they can also be part of your FIC planning.

A FIC will continue as long as the company continues to exist. A trust only lasts for 125 years. So, a FIC is better for very long-term planning. If you create the right classes or shares, a FIC will give you great control over your estate and wealth, and over a longer, multi-generational timeframe.

Understanding these key differences in legal structure and purpose is important, and it’s key to knowing when a FIC is appropriate and when a trust would be a better option, or whether both should be used together.

Wealth Planning

We offer the following wealth planning and structuring solutions, among others:

N

Fiduciary Services: Provision of Trustee Services

N

Foundation Services: Provision of Foundation Agent, Secretary, Nominee and Protector services

N

Wealth Planning Services: Multi-family and multi-generational wealth planning services; estate planning and trust structures

N

Corporate Services: Creation, structuring and administration of funds; creation of companies in multiple jurisdictions; provision of Directors and Officers, Registered Agent & Office, and Nominee Shareholders

N

Wealth Planning

Are you interested to proceed and register your Company?

Do you have any question or matter you would like or need to discuss with us before you take your decision about where and how to register your Company?

Our Business Development Team is ready to guide and assist you to discuss all options you have and to provide you all the support you need to enable you to take the right decision face to your specific needs!
All our Consultancy and Advisory services are completely FREE!