Investment Portfolios, banking accounts discretionary mandates and liquid investments booked anywhere
in the world, for individuals and corporations. Reporting, consolidation, accounting and tax returns with an
international breadth

• Financials & Bankable
• Tax & Witholding Agent for financial investment
• Tax and Financial consolidation
• International Voluntary Disclosure programs
• Illiquid advisory and analysis
• Tax reclaims & Tax relief
• Tax returns
• Illiquid investments and alternative investments administration

Supporting the M&A and Private Equity Industry with the full range of administrative, accounting and trust
services, with a specific competence on public companies

• Company administration
• Accounting
• Nominee holdings of majority and minority stakes, interests and shareholder’s loans in non listed companies
• Nominee holdings of majority and minority stakes and interests listed companies
• Administration of shareholder’s agreements
• Administration of Syndications
• Proxy collection and representation in shareholder’s meetings
• Administration of stakes and interests in private companies for public sector
• Administration and tax counselling for M&A
• Tax Withholding Agent for domestic and cross border financial investments
• Voluntary Disclosure programs
• Double Taxation treaties, Foreign Tax Credits, Tax reclaims
• Tax Returns
• Tax representative for foreign investors
• Administration of alternative Investments and PE (drawdowns, consolidation, reporting, investor’s relation)
• Administration of stock options and pension schemes
• Immigration, secondment ed expatriation
• Escrows

Succession & Trusts covering all aspects of civil law and tax implications

• Trust setting up & administration
• Trust accounting and reporting
• Protectorship
• Counselling
• Tax returns
• International Voluntary Disclosure programs
• Corporate administration of settled funds
• Wills, donations
• “Affidamento Fiduciario”
• Non-profit