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Banca March - Crecemos con valores, crecemos juntosEstate planning
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Joint investment and value generation
The aim is to define a strategy for the comprehensive management of the assets that will allow you to conserve it and increase it in the long-term by means of
- The organization and administration of the family and company assets.
- The legal optimization of the family and company assets structure, and
- Efficient financial-fiscal planning
Benefits
- Cover all the regular company and family requirements.
- Optimize the structure of the family and company assets from a legal and fiscal point of view.
- Oversee the relationships with the managing bodies.
- Implement an efficient monitoring of risks.
- Fiscally optimize the result of the asset investments/disinvestments and reorganizations.
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