Fintech

We use advanced technological solutions to carry out our activities efficiently and effectively, granting flexibility and freedom to our clients all around the world.

Global

We think, plan and act globally, striving for legal and tax efficiency and effectiveness, ensuring the best solutions for our clients.

Advice

We continuously advise our clients on the best solutions, in alignment with the complex evolution of modern family assets.

Experienced professionals from various industries are available to guide international and domestic investors, high-wealth individuals, families, corporations, public and institutional entities, seeking for the best in class expertise and solutions.

Your goals are unique and so should be the advice and guidance you receive. We take the time to proactively listen and understand what matters most to you before helping you develop and manage your strategy. We offer a broad range of products and services to support and provide solutions.

We offer a broad range of products and services to help you pursue your goals, and we can help you choose the right approach. Your goals are unique, so your investment guidance should be too. We take the time to listen and understand your strategy or help you create a new one.

We continuously advise our clients on the best solutions, in alignment with the complex evolution of new business, technologies, ideas and ways of leading companies and organisations.

Journal

Recovery plan for Europe | European Commission

It is with great pride and pleasure that we announce that our CEO Ugo Carlo Bronzoni has been nominated as consultant of the Italian Ministry of Finance

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Our work in terms of tax efficiency

An example of our work, in terms of tax efficiency, is the 2017 Italian Budget Law (Law of December 11, 2016, No. 232), providing numerous benefits for people who move their residence to Italy to…

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Our people

4 Founding Partners
175 Employees

Our locations

Frankfurt am Main
London
Madrid
New York

Total customers' assets managed

€ 11 billion managed

3,8 | Real estate
4,5 | Cash & asset management
2,7 | Private equity/debt and corporates

The difficulty lies not so much indeveloping new ideas as in escapingfrom old ones.
John Maynard Keynes

Privacy and wise, forward looking management of risk are the main sources of security, protection and longevity of wealth

Ugo Carlo Bronzoni - CEO