Investment Structures

G5 Partners offers Wealth Management services to high-net-worth individuals and families, delivering customized investment management and financial planning. We deliver independent advice and thoughtfully designed wealth management solutions, free from the conflicts of interest typical of financial institutions.

Investment Structure

The appropriate choice of an investment structure optimizes asset allocation and encompasses key parameters in the management of equity as a whole: financial, fiscal, legal and succession aspects.

The ultimate goal is the maximum preservation of the client’s wealth, involving both its financial and non-financial assets, seeking to optimize taxation and to ensure a smooth transition into the next generation.

G5 Partners has a team of professionals with proven expertise in developing customized structures to accommodate specific demands from clients, in different jurisdictions.