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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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