Progress Wealth Management LLC

Have you ever asked yourself these questions?

Is my patrimony adequately protected against a lawsuit or seizure?

Will the transmission of my patrimony to my heirs be made without family conflict and according to my instructions?

What is the best structure to protect, consolidate, increase and bequeath my assets?

Can I improve my fiscal status and that of my heirs?

Is the diversification of my investments really global in geographic regions, asset classes and currencies?

What is the approach of my investments, my investment style and how do I manage risk?

Are the reports and analyses of my investments clear, objective and with a complete vision of all my patrimony?

Are all my documents, contracts, deeds, and account statements regarding my patrimony in order?

The goals of an individual or head of a family regarding his/her patrimony are basically the same:

Protection and growth
Confidentiality
Testate succession with no conflict
Fiscal efficiency
Management and control

However, the environment has drastically changedЕ.

Today, it is highly probable that the location of the assets, as well as the residence of the family members be global.
Due to terrorism and its sources of funds, governments have toughened the regulations for the international financial system with the purpose of having more transparency and there is therefore a loss of confidentiality.
Globalization and the evolution of the markets have triggered an infinite series of investment products and vehicles, which requires an objective and multidisciplinary process for an efficient management of patrimony.