Planning
Wealth Planning
Production of a Consolidated Wealth Position including all the assets of the family, showing attribution to the different branches of the same family. This summary enables greater control over the occurrence of risk factors linked to individual asset classes, it strengthens the ability to monitor income and capital solidity, and it supports the definition of a Personalised Family Benchmark.
Financial Planning
Organising and managing the family’s total cash flow, including its individual components, to determine the most significant cost centers in the short and medium term. This involves the creation of a robust Action Plan capable of attaining an equal balance between liquidity, capital efficiency and limited risk exposure.
Document Protection
The verification and implementation of an accurate archiving system for safekeeping documentation relating to individual assets and the rights and/or obligations connected with those asset holders, third parties, or agreements between family members.
Premise
Planning is comprised of five phases, grouped into two stages.
Stage 1: Report, Collection and Analysis
The aim of Stage 1, which includes phases 1 to3, is to attain a deeper knowledge of the family’s vision and values, to identify its core short, medium and long-term goals and understand the wealth structure, the documentation and the potential risks. A thorough analysis of the relevant qualitative and quantitative data will allow the scope of the work to be articulated.
Stage 2: Action Plan and Implementation
Once all the documents have been collected and the family’s wealth structure and objectives are known, Stage 2 focuses on the development of an annual Action Plan consistent with the established family objectives. Family Strategy guides the family through the implementation and execution of each stage of the plan. We help build an approach with strategies and solutions to guarantee future growth.
Wealth Planning
Creating an all-inclusive ‘Consolidated Wealth Position’ summary, which covers the entirety of the family’s assets, showing attribution to the different branches of the same family.
This framework facilitates the combination of costs and returns and helps manage the incidence of potential risk factors. It allows the family to better monitor income and capital stability in line with the Family Road Map and personalised benchmarks.
Financial Planning
Organisation and management of the family’s total cash flows and all its individual components requires the development of a clear and strategic Action Plan.
A plan that empowers the family to firmly define the most crucial short and medium-term cost centres, and balance liquidity with capital efficiency and risk exposure containment.
Document Protection
Verification and implementation of an accurate and effective filing and custody system for the safekeeping of documentation relating to individual assets and the rights and/or obligations connected with those asset holders, third parties, or agreements between family members.
