In EFIALIA FAMILY OFFICE we advise families on their financial, real estate and corporate assets with a global focus and from an independent perspective, with the following objectives:
1. Preserve and increase the capital on the basis of an investment strategy agreed with the client and based on their risk profile and medium and long term needs;
2. Optimize the fiscal-financial structure of the assets regardless of where it is invested and deposited.
In EFIALIA we constantly research and analyse the best investment alternatives for our clients. The operating scheme of our boutique leads us to pose tailor made solutions for our clients.
Through EFIALIA our clients have a single interlocution with the corresponding banks and/or holders where their assets are invested.
EFIALIA consolidates all the information relative to the investments of the clients in a single aggregate equity report with the aim of suppying a tool that provides a clear and complete vision of their assets and that will enable optimising its profitability-risk-liquidity structure.