WEALTH PLANNING

The range of products and services of Mediobanca Private Banking includes solutions for Organization and Protection of total assets (Wealth Planning), in order to meet the goals of the Client and his/her family in the most consistent operational manner.

Wealth Advisory

The objective of Wealth Advisory solutions is to support Clients by constantly analysing and verifying regulations, case law and practices concerning the various governance and asset protection instruments in order to offer a variety of services:

  • Optimal solutions for asset organization;
  • Suitable instruments for protecting assets from legal, tax, business and family risks;
  • Best methods for succession planning and for managing the purchase and sale of property or company assets.

The Wealth Advisory Mandate provides a structured process for identifying the best solutions to meet all the needs. From assets’ composition evaluation and planning, to the analysis of relationships between the family, business and assets and the search for solutions to protect assets and people from all risks.

This range of activities results in a complete assets map and constitutes the preliminary analysis for arranging subsequent transactions involving the succession planning of assets, asset protection, restructuring of equity interests in industrial/financial groups, and establishment of trusts.

Mediobanca Private Banking supports its Clients with a confidential, prompt and comprehensive service.

Insurance policies

Mediobanca Private Banking offers a variety of Italian and international insurance solutions in the categories of life policies and capitalization policies.

These instruments meet the needs of asset protection, tax optimization and succession planning. Due to their flexibility, they can be adapted to all types of needs, from the most simple to the most sophisticated.