iny - i need you

DISCRETION, CAREFULNESS, EFFICIENCY

WEALTH MANAGEMENT SERVICES

 
 

Personal and financial administration

FROM THE REVIEW OF YOUR INSURANCE CONTRACTS TO THE CONTROL OF YOUR BANKING CHARGES, INY OFFERS A GREAT SERVICE WITH REAL ADDED VALUE TO OUR CLIENTS’ PERSONAL AND FINANCIAL MANAGEMENT AND ADMINISTRATION.

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INY IS ABLE TO SET UP AND STRUCTURE A FAMILY OFFICE, PREPARE CONSOLIDATED FINANCIAL AND NON-FINANCIAL ASSET REPORTING, TO MANAGE INSURANCE CONTRACTS, REVIEW BANKING CHARGES, COORDINATE THE INTERVENTION OF LAWYERS, NOTARIES AND TAX EXPERTS, IMPLEMENT A PHILANTHROPY STRATEGY, COORDINATE A REAL ESTATE ACQUISITION.

 
 
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  • Consolidated reporting of financial and non-financial assets

  • Management of insurance contracts and banking relationships

  • Administration of tangible assets