Objective

Our objective is to maintain focus on our client’s asset, tax, corporate and inheritance issues. In our search for the most favourable solution with significant added value, we offer constantly updated advice to each individual client. All this is made possible because we make use of a vast top-level collaborative network of important specialists who work in local, national and international markets.

Due to the rapid development of the sector, with a consequent increase in complexity, we firmly believe that in the future more and more people will require a professional figure capable of managing their global wealth. Having a single point of reference as a coordination center for the management of the various specialists (trust lawyers, banks, trusts, insurance policies, etc.), is fundamental to obtaining the best possible result both in terms of money and time. All of this in compliance and in evolution with the current laws on financial services and asset managers.

 

Family Office

Family Office services

  • Legal and tax advisory: We work with lawyers and tax advisers located in different juristictions in order to provide an optimal and updated advice to our clients.
  • Inheritance: Supporting clients in succession planning, generational wealth and capital preservation.
  • Corporate: Thanks to our high profile network, we are able to advise our clients on extraordinary financial transactions such as acquisitions, merger, valuations and other corporate finance matters.
  • Private investment: Thanks to our network in financial sector, we are an ideal partner to set up transaction in non -bankable assets.
  • International Relocation: We support and advise the client through each phase of the relocation process, from logistical issues to the evaluation of the different tax regime.
  • Insurance: Collaboration with the major insurance companies to offer the most appropriate cover for our clients.
  • Concierge services: We make sure that you can enjoy your free time in peace.
  • Investment solutions: Investment opportunities in the public and private market.
  • Online research: We offer research and publications on key invesment topics.

Services

STELINVEST offers customized financial consulting services whilst respecting the needs of each individual client in accordance with the regulations in force for independent asset managers. with the clear objective of ensuring asset growth and the well-being of our clients and their descendants over time.