Family Wealth and Succession Planning

Asset management is not the only need for a family. There is a time when the accumulated assets will have to be distributed to the heirs. We at AWARE INVESTMENTS also offer a complete and integrated financial asset management. Our planning includes everything from the definition of allocation to transmission to the next generations. 

It is noteworthy that AWARE INVESTMENTS does not provide opinions or advice on legal, tax or accounting issues, but has and recommends professional and consolidated partnerships, experts in each topic of need.