- Private Investment Management
- Our services
- Methodology
- Crèdit Andorrà Group
- Our location
- Contact
At Private Investment Management our goal is to manage our clients’ estates in a comprehensive way and from all angles. In our view, optimal estate planning must bear in mind not only the client’s investment needs but also all the areas and aspects that affect his/her wealth.
Our objective is be a trustworthy partner for his/her projects and throughout all stages of his/her life. All actions carried out involving his/her estate are aimed at its optimisation, in accordance with the conditions of each client.
Each family group has unique needs that cannot easily be satisfied by standard solutions. Our estate planning experience combined with deep knowledge of each family group, acquired throughout the years, allows us to find personalised solutions and identify the most adequate suppliers.
The process of development of guidelines can be broken down into two steps which must be taken: