WEALTH PLANNING
A customised service to organize your wealth
Cassa Lombarda supports the clients to identify the best solutions to organize and maintain wealth, in a way consistent with and functional to the family’s goals by offering customised assistance based on the principles of absolute integrity and confidentiality. For us, talking about Private Banking means taking care of the people, not only of their wealth. It particularly implies the need to understand the clients’ life and professional goals and their priorities, always considering the general reference framework and the wealth as a whole because a family wealth includes savings, properties, valuable goods and often companies too.
Appropriate wealth management first identifies the client’s desires to meet several needs in terms of protection, generational handover, enjoyment and investment. This all deserves an appropriate support and effective, integrated solutions resulting from our ongoing regulatory analysis to select the most appropriate legal and tax tools.
In Cassa Lombarda, the Wealth Planning team always works with the investment manager to provide value to what is most important to You first.
