For clients who need advisers with a discreet and creative approach to complex arrangements.
Managing complex family financial affairs crosses the boundaries of multiple service areas. Fornaro Private is for clients looking for advisers who can see the big picture—structuring, estate planning and wealth protection—while providing the highest level of personal service, right down to negotiating the purchase and delivery of a car for a member of the family.
Managing a family office is not “set and forget”. Things change—regulations, the circumstances or goals of members the family—and plans need to be recalibrated accordingly. We are vigilant when it comes to changes that might affect you and we are always at the end of the phone. Fornaro Private includes unlimited advice to the members of the family on financial planning, accounting, tax, finance, and wealth and asset protection.
At the Fornaro Private level, everything is customised to your needs. You will never feel like your circumstances are moulded to fit a product. We start every Fornaro Private engagement with a blank sheet of paper, bringing in the services that you need, connecting you to appropriate legal advice, and customising solutions to your situation. And we will regularly review your position and advise on any changes we recommend.