Counselling

  • Strategic guidelines; support for decision making
  • Investment, divestment and diversification strategy of assets
  • Optimization of wealth structure, family and business
  • Counselling, set-up, administration and management of financial investment vehicles, such as SICAVs, SIFs, FCPs, etc., in different jurisdictions
  • Andorran societies and active or passive residences in the Principality of Andorra
  • Creation and development of the family office; management of external teams
  • Personal balance sheet: position, investments, debt, returns, KSF, weak points, etc.
  • Financial strategy: debt and refinancing, liquidity, consolidation, international
  • Risk management: measurement and assessment of risks
  • Family protocols and constitutions to govern the business relationships
  • Restructuring of corporate and family owned groups
  • Successions and donations; other wealth transfers
  • Family or corporate foundations