Investment Structures for High-Net-Worth Individuals and Families
The appropriate choice of an investment structure optimizes asset allocation and encompasses key parameters in the management of equity as a whole:
- financial aspects;
- fiscal aspects;
- legal aspects; and
- succession aspects.
The ultimate goal is to guarantee maximum preservation of a client’s wealth. We achieve this objective by considering f both, financial and non-financial assets, seeking to optimize taxation and to ensure a smooth transition for the next generation.
G5 Partners has a team of professionals with proven expertise in wealth management, developing customized structures to accommodate specific demands from clients while taking into account the particular aspects of the relevant jurisdictions.