through our global and integrated approach we could offer other related services such as:
- Tax reporting**
- Portfolio analysis and consolidation**
- Relocation – Euro citizens to USA *
- US citizens to EUROPE/Switzerland*
- Performace analysis
- Income & Capital Gain/Loss report
**in compliance with ADV
*in cooperation within its strategic partner Dudifid
Life Insurance Policy for US persons
Service customized for US Persons structured to comply with US legislative requirements. Assets will be held in a separate account and managed in accordance with one or more investment programs.
Environmental Social and Governance (ESG)
It is basically an integration of environmental, social and governance (ESG) factors investing in processes in a wide spectrum of issues. Usually not part of financial environments might include corporations involved in the climate change, water management, health and safety policies to protect against accidents, how they manage their supply chains. They also look after workers treatment, corporate culture and innovation.