Wealth Monitoring

We offer services dedicated to reducing complexity and managing elaborate balance sheets.

Wealth Monitoring

Services to manage complex assets

Our activities include those designed to serve the interests of individuals, entrepreneurs and legal entities that need to structure and manage complex assets.

We provide our clients with consolidation tools to manage, monitor and administer their assets, independently of their custodianship.

Together with our direct investment experience, we offer our clients our expertise in fiduciary services, wealth consolidation services, advice to entrepreneurs in corporate finance transactions, and custody services.
Riccardo Foa - Head of Family Office Advisory, Ceresio SIM