Family area

METI provides Global Family Office services – that is, thorough assistance to households with complex assets – in order to determine the best asset and finance management strategies, on the basis of a thorough knowledge of the Clients and their personal and family requirements.

Our main goal is to increase the value of assets and achieve the expected yield, through better organized and diversified components according to the Client’s characteristics.

Overviewing a household’s requirements allows us to identify the most suitable and state-of-the-art tools (trusts, company holdings, asset management, insurance policies, inheritance & succession planning), in order to optimize needs in the long run.

Our comprehensive approach enables us to consider the heritage as a whole, without omitting tax and asset protection implications. METI’s Financial planning service relies on the analysis of the current financial position and, based on each Client’s projects, requirements and goals, it makes it possible to draw up a consolidated, customized statement. Descending from the results of the planning performed, the most suitable management optimization and efficiency improvement can then be set out.

As our Partners have long been supplying tax consultancy services to private individuals, companies and corporate groups – including multinationals – we at METI can assist our Clients in delicate fiscal planning, with a view to optimizing the overall tax burden of the consolidated economic and financial position.

METI’s Tax planning service is based on an in-depth analysis of the consolidated economic and financial position, with the emphasis on the movable, immovable and financial components, to allow a customized comprehensive statement to be drawn up.

After drawing up the consolidated Tax report, we identify the best strategy and the most suitable solutions to minimize the tax burden, with a long term perspective.

METI capitalizes on the Partners’ experiences in tax, financial, company and asset consultancy, to provide comprehensive, preventive assistance in managing and optimizing delicate heritage handovers.

According to METI, Inheritance planning is based on households’ requirements, anticipating such issues as the distribution and organization of assets and the quantification of current and prospective income flows, to maintain the expected standard of living, balance assets between movables and immovables, and optimize the fiscal issue.

Furthermore, we boast significant expertise in the transfer of family assets mortis causa. The professional services we provide include the following: consultancy on the deceased’s last will and testament; full assistance in preparing and submitting the declaration of estate and fulfilling the related obligations; the most suitable solutions for taking over the management, and increase in value, of the inherited assets.

Finally, we rely on the international Network of professionals we work with – mainly in Spain, France and Switzerland – to assist our Clients in dealing with the issues relating to any assets held abroad.