Diversification

In line with the defined wealth strategy, our teams focus on securing and growing your wealth through the diversification of the assets that make it up.

Real estate assets are investment vehicles that are managed according to defined return objectives and risk levels.

Beyond requiring a thorough command of their market, the choice of ownership structure is a strategic decision that must take into account factors such as asset protection, wealth transfer and flexibility.

It is in this context that our experts will advise you and coordinate the professionals in each sector.

• Completion of all steps to identify potential investments (main residence, rental investments, property dealing operations, business premises) in connection with the acquisition and/or sale of your asset*
• Advice on how your asset is to be held, in particular whether or not to set up a corporate structure, where applicable, and on all the formalities relating to the acquisition (Town Planning Department, Tax Department, Economic Development Department)
• Assistance with the acquisition or sale, from drafting the offer and reviewing the deeds through to signing before the notary
• Support in identifying and putting in place financing and refinancing solutions for property and/or private loans
• Support in identifying an insurer and putting in place the insurance policies needed to secure your investment
• Support with opening and setting up the contracts needed to use it and make proper use of it

*in accordance with Law No. 1.252 of 12 July 2002, only real estate agencies are authorised to carry out operations including transactions, property management and letting.

Diversifying your wealth by investing in projects at an early or advanced stage of maturity is a wealth investment vehicle that requires a sound understanding of the level of risk and the identification of projects that fit the defined strategy.

• Identification and selection of equity projects
• Supervision of the due diligence carried out by selected professionals
• Advice on identifying and structuring the proposed transaction in line with your objectives
• Financial planning and performance analysis together with the professionals involved

Depending on the objectives set, our Families have access to a wide range of sectors: digital tech, industry, personal and business services, innovation, audiovisual, hospitality and catering, retail.

Constantly seeking to broaden our offering as part of this wealth diversification, we are always ready to hear from project developers.

• Project audit and valuation
• Review of financial tools: business plan, cash flow, financial planning
• Financial and analytical strategy: identification of financing levers, private equity proposition, bond financing, cash management agreement, setting up of club deals
• Project monitoring and support for the company director as the business develops
• Strategic business advice: marketing, sales, organisational, structural, contractual
• Structuring of fundraising

Identifying and monitoring movable assets such as art, collector cars or valuable watches presents unique challenges, such as understanding market volatility, counterfeits, identifying rare pieces and putting specific insurance in place.

The implications and issues vary according to the purpose of the acquisition: a purchase for pleasure, building a collection, short-term return, long-term investment.

It is in this context that our experts will advise and support you, from identification through to the completion of the acquisition and/or sale of your “lifestyle asset”, drawing on and coordinating the professionals in each sector.

• Search for and identification of bespoke investments: art, cars, yachts, watches, etc., in line with your wishes and objectives
• Advice on the form of ownership, including whether or not to set up a corporate structure depending on your objectives, and on all the formalities relating to the acquisition with the authorities and professionals, where applicable
• Assistance with the acquisition and sale of movable assets, from the review of the contractual documentation through to final ownership/sale, in line with your objectives: appraisals, viewings, coordination of auctions, review of deeds, registrations, licences, authorisations, insurance
• Support in identifying and putting in place financing and refinancing solutions for institutional and/or private loans
• Assistance in identifying an insurer and putting in place the insurance policies needed to secure your investment