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If you want to organize your personal or family finances, ensure that you are moving toward your financial goals, then we will help you assess your current financial situation, to plan and organize personal or family budget, formulate financial goals and identify ways to achieve them (create a personal financial plan).
Benefits for Clients:
- Independent assessment of personal and/or family finances
- Obtain the skills and tools of financial planning
- Understanding of how to finance the life goals.
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You have free cash and want to invest it with benefit and safety? We help you create an investment portfolio tailored to your individual circumstances and goals, as well as make recommendations for its management.
If you are unable and/or have no time to monitor your portfolio, we will continuously monitor, evaluate and inform you about the current state of your portfolio and make timely recommendations to change the portfolio, depending on the economic situation in the local country and worldwide.
Benefits for Clients:
- Independent advice on the formation of portfolio
- Professional and competent risk distribution
- Establishment and maintenance of the portfolio in line with the objectives and plans of the Client.
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We provide our Clients with huge private wealth the services with highest level of quality and completeness. We help to professionally balance the Client’s wealth, organize its defense and increase. As part of these services, our firm cooperates with foreign banks (both corporate and private ones), investment funds and insurance companies.
Benefits for Clients:
- Full confidentiality
- Placing the wealth in global level banks, in any country of the world
- Capital protection, diversification and proper risks allocation
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