Activa Wealth provides personalized consulting based on the experience of its partners and professionals that is focused on individuals, families and corporations with international links:
• Legal review, accounting consolidation, wealth and tax compliance services.
• Coordination of reporting and assistance processes, whether through external providers, such as auditors and/or asset managers.
• Through our partnership with JTS Investments AG or another professional wealth manager appointed by the client we can offer assistance for the preparation of Consolidated Reports and performance of financial assets as well as in relations with financial institutions.
• Long-term wealth planning and succession strategies.
• Coordination and assistance in asset buy and sale processes.
• Supervision of wealth management as well as its operational processes.
• Coordination of financial wealth management, as well as relationships with financial institutions.
