The service
Managing wealth means making coordinated decisions about:
- investments
- property
- businesses
- liquidity
- tax
- family needs
Analysing each element in isolation can prevent a clear view of the overall financial position and of the goals you want to achieve.
At Abansa we offer a comprehensive wealth planning and financial advisory service for individuals, families, business owners and investors. We study the composition of the estate, its legal and tax structure, the allocation of assets and the financial planning needed to define a coherent short-, medium- and long-term strategy.
Areas of advice
01
Wealth assessment and organisation
a joint analysis of assets, liabilities, income, needs and goals.
02
Financial planning
liquidity management, savings capacity, forecasting future needs and retirement planning.
03
Investments and diversification
review of asset allocation and definition of an investment strategy suited to the client’s profile, goals and time horizon.
04
Legal and tax structuring
efficient organisation of personal, business, financial and real estate assets.
05
Succession planning and family business
inheritances, gifts, transfer of wealth, business continuity and generational succession.
06
International wealth planning
coordination of investments, assets and structures located in different jurisdictions.
Our approach
Our approach links financial decisions with their tax, legal, business and family implications. At Abansa we analyse each situation individually to design wealth and financial planning aligned with each client’s goals, needs and time horizon.