Our philosophy, centred around preserving and increasing our investors’ asset value, has led us to consistently integrate an estate planning service into our investment methodology. This comprehensive management approach is the best way to try to optimise our clients’ profitability and better meet their personal and professional expectations.
At Value Tree, we devise the best possible estate planning strategy for you, tailor-made to meet your objectives and optimise returns on your savings, while striking a balance between your current resources and future needs.
Main areas of work
Our Estate Planning department is for individuals, families and businesses.
- We analyse your current financial assets, from the point of view of shareholders and their companies.
- Guidance in organising and managing family estates.
- Advice on selecting and incorporating investment vehicles.
- Collaboration in succession planning.
Our work methodology responds to the dynamism that our clients need from comprehensively managing their assets, linked to an ever-changing regulatory and conceptual framework.
That is why, at Value Tree, we work with our clients to continuously monitor and coordinate their money so as to make changes to their asset schemes at opportune moments with the aim of optimising the financial-fiscal profitability of their investments.