Investments
Structure, taxation and net return.
We assess an investment from the standpoint of the holding vehicle and net return, not just the entry price.
The problem
A good investment can become mediocre if held through the wrong vehicle.
- Personal ownership where a company would be more appropriate
- Capital gains and succession taxes not considered
- No exit strategy
Our solution
We analyse the most efficient and sustainable holding structure for the chosen time horizon.
- Comparison between personal and corporate ownership
- Calculation of after-tax net return
- Planning of the exit and generational succession
Independent analysis
We do not sell financial products: we assess structures.
Two jurisdictions
We compare the Italian and Spanish tax impact.
Specialist network
We work with real estate, wealth management and banking partners.
Long-term horizon
We also factor in succession and future reorganisations.
Our method
Four defined phases, with clear objectives and responsibilities at every step.
- 01
Analysis
A complete picture of your tax, corporate and financial situation.
- 02
Strategy
Quantified alternative scenarios and the choice of the most solid direction.
- 03
Implementation
Coordinated execution with local notaries, banks and professionals.
- 04
Ongoing support
Monitoring, compliance and periodic review of the structure.
Frequently asked questions
Let's talk about your project.
A confidential first conversation to understand your situation and point you towards the most solid direction.