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