I have been working in the financial sector for 15 years.
Competence, training and passion are indispensable elements in my work together with the trust that my clients show me.
I deal with the construction of portfolios, tax planning, social security and succession planning, and generational change.
I pose myself as a problem solver so that my client can live a peaceful and quiet life, in other words make his life easy.
Precisely for this I take into account all the assets of my client. From the financial to the real estate up to the even more important one concerning human and family capital.
A proper planning that takes into account all these elements allows my client to be prepared for even the most negative events.
The freedom that I have allows me to use the excellence of the main operators worldwide, as a doctor who can have the best care.
My clients recognize me availability, clarity, and competence and I am very honored.
I feel a lot of responsibility for the trust entrusted to me. Especially because I know that what they entrust me is not "just" money but their work, their sacrifices, their current and future security, in other words their life and that of their family.
Precisely for this reason, I feel it is important to make my proximity felt in time by exploring the different possible solutions to help them.
Competence, training and passion are indispensable elements in my work together with the trust that my clients show me.
I deal with the construction of portfolios, tax planning, social security and succession planning, and generational change.
I pose myself as a problem solver so that my client can live a peaceful and quiet life, in other words make his life easy.
Precisely for this I take into account all the assets of my client. From the financial to the real estate up to the even more important one concerning human and family capital.
A proper planning that takes into account all these elements allows my client to be prepared for even the most negative events.
The freedom that I have allows me to use the excellence of the main operators worldwide, as a doctor who can have the best care.
My clients recognize me availability, clarity, and competence and I am very honored.
I feel a lot of responsibility for the trust entrusted to me. Especially because I know that what they entrust me is not "just" money but their work, their sacrifices, their current and future security, in other words their life and that of their family.
Precisely for this reason, I feel it is important to make my proximity felt in time by exploring the different possible solutions to help them.
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