Activities in Asset Management

Real tailor-made international wealth management

Activities in Wealth Planning

The effect of globalization (closer co-operation of regulatory bodies, harmonization of financial regulations, better information flows, clampdown on offshore centers) with very diverse local tax and estate laws increases the need to structure/optimize tax efficient solutions.

The long term management of tax liabilities and estate plans is fundamental because it affects all decisions

Matrix Wealth Management offers a wealth planning service taking into account the specific needs of each of its clients in these following fields:

We also focus on the relationship between individual wealth and business interests (business owners and senior executives) and how the impact of events, particular to each, affect wealth.