Banca Finnat’s Financial Planning services aim to satisfy customer needs in terms of asset governance, taking into account both the contingent and prospective household and corporate aspects that make every customer unique.
Financial Planning considers the corporate, legal, tax and inheritance aspects, the demand for customer security in terms of asset planning, giving the correct weight to personal aspects and to professional and business expectations.
Banca Finnat works alongside its customers to overcome planning, protection and succession issues linked to business activities and to financial and real estate planning.
The legal and tax support provided by Financial Planning integrates with the more direct task of setup and management of the agreed transactions through the Group’s trust companies: Finnat Fiduciaria S.p.A., Fedra Fiduciaria S.p.A. and Finnat Gestioni S.A..
In this context the group plans, implements and directly manages a wide range of trustee transactions for corporate or household governance: the most suitable insurance means, the Trust, Trustee registration and setup, irrevocable mandates, household agreements, escrow agreements, assessing the legal and tax implications on a case by case basis according to individual needs.
In addition to their historic task of trustee administration, Finnat Fiduciaria, established in 1986, and Fedra have consolidated experience in implementing corporate trustee transactions and generation-to-generation handovers.
Finnat Fiduciaria is also specialised in the setup and administration of trusts, and in its role as trustee manages trusts of various types for the administration and protection of household assets, to protect minors and disabled family members, handle inheritance planning and meet corporate and commercial objectives.