COMPREHENSIVE FAMILY WEALTH MANAGEMENT
Comprehensive wealth advisory services. 720 provides flexible, creative, and tailor-made solutions for each Family, ensuring not only the achievement of satisfactory returns but also the protection of family wealth.
The provision of financial wealth management services entails professional assistance in managing and optimizing an individual or family's financial assets. This includes investment portfolio management, financial planning, risk assessment, asset allocation, tax optimization, estate planning, and ongoing monitoring to achieve long-term financial goals and preserve wealth for future generations.
In 720, we do not conceive comprehensive wealth advisory without taking into account all the fiscal and legal aspects that may affect it. The protection and defense of wealth is one of our fundamental pillars. To achieve this, we design the ideal legal and tax structure for each Family, tailored specifically to their needs.
Alternative investment services involve the allocation of capital into non-traditional asset classes beyond stocks, bonds, and cash. These can include private equity, hedge funds, real estate, commodities, infrastructure, and venture capital. These investments aim to diversify portfolios, generate higher returns, and provide exposure to unique investment opportunities not typically found in traditional markets.
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