Mazabi’s overall strategy can be highlighted in the sequence below.
Wealth management should be dynamic and, at various points in the cycle, external may be required.
Proposals are drafted to meet the family defined strategy and management. They need to be dynamic.
Encompasses investments / disinvestments:
Asset turnover policies
Wealth and corporate restructuring
Type of assets…
Configuration of the family wealth in order to secure:
Cash flow generation
Minimise fiscal costs and maximise optimisation
Wealth management advice is characterized by “open architecture”, placing focus on the overall portfolio or the requirements of the Family Group.
Control and Follow-up of the wealth restructuring process.
Management and Administration of family companies and joint projects.
Investment Process: purchase and sale of assets, management of investments, adaptation of the strategic plan in accordance with the evolution of the market. Research and selection of optimal financial alternatives at each moment and for each investment.
Legal, accounting, mercantile and fiscal advice on both national and international levels.
Technical: Evaluations and appraisals of real-estate, financial and corporate assets. Real-estate and financial arbitration processes in relation to family and/or institutional groups
Evaluation and Supervision of financial managers.
Participation in family and company Board Meetings as independent experts.