ABOUT USMission

A team that knows and loves their work

We are a team of people who know and deeply love our work, fully understanding the needs and expectations of our clients.

Recognised for our great professionalism and strong relationships with the best partners in the national and international field, our company relies on a series of professionals able to provide the client with a high level of services and assistance in the different areas of the Financial Field, Risk Management and Family Office.

Personalized Consulting

OUR STRENGHTS

One of our strengths is undoubtedly the personalised consulting service we provide, according to the client’s unique wants and needs.

Listening to their requirements, their fears and their uncertainties, reassuring them and knowing we’re providing good advice and the best products, without putting any pressure on them, is what makes us different.

In close contact with clients, listening to their wishes, their needs, their requirements, and supporting them with the best solutions for them, the family, or the company.

It is important to understand their true values and needs and everything that prevents them from having a stress-free relationship with their finances and assets, without fears or concerns.

Once life goals are defined, these can be translated into financial goals, with a focus on keeping them consistent with the client’s true values.

BEST SOLUTION FOR YOU

We have the best specialists for every field on our team, and they are always looking out for innovative solutions, so we can offer all our clients – individual customers and corporate clients alike – the best possible solutions available on the national and international markets.

Know how to meet the client’s needs, understand what problems they may have to face even before they arise, and be ready with operational solutions.

Anticipate their needs, trying to offer more integrated and high value-added services.

There is a big difference between merely being an external provider of a service and, on the contrary, being a real consultant, a person of trust, an ally of the company in creating value for the business. We must go beyond the very concept of adviser to that of strategic ally.

OUR OFFERS

Our offers include the entire range of Financial Advisory services, Risk Management, Credit Recovery Defence and the complete Family Office service.

Our success is based on independence from any bank or network, on an excellent service in full transparency and autonomy, working exclusively for the benefit of our clients and without any conflict of interest.

The relationship with our clients is based on 4 undisputed and non-negotiable key points:
honesty, professionalism, trust and transparency

F. MORETTO

DO YOU HAVE ANY QUESTIONS? WOULD YOU LIKE TO ASK FOR A FREE QUOTE?

    CONTACT

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    LEGAL INFORMATION

    flavio.moretto@legalmail.com

    OCF CFA iscr. n.1918 del 04.05.2022
    EFPA ESG Advisor Cert. Nr. IT202221936
    N° iscrizione RUI: B000609294
    FERMA Rimap Cert. n. 20200262