Jump Main Menu. Go directly to the main content (Acces key S)

Utility section

Customer access

Become a customer

Fin de la sección de utilidades


Banca March - Crecemos con valores, crecemos juntosEstate planning

Start of main content

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


  • 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.

End of main content