Privacy

For us, privacy is as valuable as it is for our clients. We know that when trying to protect their privacy, they often resort to fiduciary structures. Besides, we value it above other aspects that are also important, such as inheritance matters or fiscal optimization.

Helping our clients achieve maximum privacy within the law is therefore an essential aspect of our work, and we strive to take special care of it at all times and from different perspectives.

In fact, our firm’s name change as from March 2019 makes direct allusion towards discretion, confidentiality and privacy.

From the very beginning of our firm, our commitment has always been to remain a boutique firm. We have a small number of highly-qualified professionals working for a limited and select client portfolio. We have minimal employee turnover and we do not have even one case in senior positions, an essential detail in this specialized financial sector.

Our clients prefer to have a careful and focused reply within two days of their inquiry, rather than having multiple incomplete messages. Changes in this field may imply private information dissemination risk. Our efforts are exactly the opposite, that is to say: to provide security. We know what our clients need, and we know how to achieve this objective. Our commitment to privacy is at the heart of our organizational culture, far beyond the secured IT systems in which we file and handle all documents. All data which we deal with is protected by the laws of jurisdictions providing strong legal security, thus keeping the data beyond the reach of fiscal and other authorities of less secure countries, as is the case of many in the region.

Although it might be more convenient in terms of business to grow and open new offices where are clients are located, we will never do so.

We do not search for clients among the famous or PEPs (politically exposed persons); pursuit of that clientele was one of the reasons for which certain prestigious international firms failed.

We are a serious institution, transparent if needed, and always defending our clients’ confidential information to the utmost. Our main objective is that our clients find tranquility and security in their family assets and wealth management.