At Private Deals, we consider that tax organization is the first step of an appropriate wealth management strategy.
After an in-depth analysis of the client's current situation, Private Deals' teams offer advice and solutions tailored to its specific needs to:
In a second step, to address the client's portfolio management needs, Private Deals' teams define with its clients the most suitable expected risk/return investment strategy. This include a dedicated asset allocation, a tailored risk management and a close monitoring of the markets for their liquid financial portfolio.
Private Deals' teams are agnostic in terms of sector and geography and believe in the virtues of passive investing versus active investing.
After an in-depth analysis of the client's current situation, Private Deals' teams offer advice and solutions tailored to its specific needs to:
- Organise the client’s assets, whether they are financial investments, real
estate, company shares or works of art
- Create the most suitable legal entities
- Accompany and organise asset transfers
- Support the investor in restructuring and developing their assets
In a second step, to address the client's portfolio management needs, Private Deals' teams define with its clients the most suitable expected risk/return investment strategy. This include a dedicated asset allocation, a tailored risk management and a close monitoring of the markets for their liquid financial portfolio.
Private Deals' teams are agnostic in terms of sector and geography and believe in the virtues of passive investing versus active investing.