Wealth planning for companies and professionals
I accompany business owners and professionals in decisions where business, liquidity and personal wealth coexist, providing order and perspective at each stage.
Request a meetingMain focus areas
Organization of personal and business wealth
Management of excess liquidity
Wealth concentrations
Medium and long-term financial planning
Preparation for relevant professional moments
Contingency scenarios face to changes in activity
Corporate finance
Mergers and Acquisitions (M&A): Advice on mandates for the Sale, Purchase or Merger of companies.
Alternative Financing 360° Support: Search and structuring of tailor-made financing for both Capital and Debt to drive growth (private equity, private debt, institutional investors, hybrid structures.)
Coordination with other professionals
When necessary, the accompaniment includes coordination and dialogue with tax advisors, lawyers or other specialists.
- Sharing relevant information
- Aligning criteria
- Avoiding disconnected decisions