Our wealth management services offer solutions which help preserve and increase asset value, encouraging our clients to optimize their portfolios by adopting a fully integrated, global approach.
What is perceived to be safe now could not be safe in the future, that's why to be effective wealth management has to have a long-term horizon view. Each and every client has a unique personal and familiar situation that must be addressed at in a very personalized way. IPWM is specialised in creating ways to protect our clients wealth, now and for the future.
Requiring the creation of suitable tax and legal structures, we provide wealth planning solutions, trustee and other fiduciary services that take all aspects of our client's life into account.
IMPORTANT LEGAL INFORMATION: Please, read the disclaimer for further information.