Wealth Management

Fiduciary Services and Trusts

Confidentiality is an asset to profect

Over the years, we have won the trust of our customers thanks to an approach built on confidentiality and reliability.

For fiduciary and highly specialised services we work in partnership with Siref Fiduciaria , which, thanks to forty years of experience in serving the asset-related needs of family groups and the competence of its professionals in the area of Wealth Management services, is a partner of excellence of the Private Banking and other Divisions of Intesa Sanpaolo Group in the development of strategies for creating value from customers’ assets.

Features

  • Maximum confidentiality in wealth management operations, within the statutory limits set forth by laws in force

  • Peace of mind in the protection of personal and company assets

  • Support for the needs of individuals, families and companies

  • Time dedicated to understanding needs and the development of fully bespoke solutions

Siref Fiduciaria also assists its customers in the establishment and management of trusts and other advanced services for succession planning, philanthropic, welfare and asset protection purposes, dedicating special attention and full support to the customer. 

In an effort to satisfy the increasingly complex needs of professionals and businesspeople, in partnership with Siref Fiduciaria we guarantee:

  • maximum commercial confidentiality;
  • advisory support in identifying the right financial and legal structure for your business, to ensure the successful generational transfer of family assets;
  • support for family and company needs through the careful analysis of all legal, corporate, tax and organisational requirements.