Wealth management
WEALTH
MANAGEMENT
At Milestone Advisors, we are your partners in your financial journey – we collaborate to identify needs and goals to develop and implement a solid strategy that will allow you to achieve goals over time.
A fundamental part of planning in Wealth Management includes:
- Discussion, evaluation, and analysis of the moment and aspirations
- In-depth study of short and long-term needs
- Assessing time horizon, style and quality of life, concepts and flexibility, philanthropic activities, subjects of attention and interest, and aspirations
- Contact with other professional consultants involved, with permission, to collect important information and thus aggregate all relevant data involving you and your finances
With the data structured and analyzed, we assess the financial capacity, even to identify any gaps to be filled.
We carry out simulations with different scenarios, necessary to examine future variables and opportunities from different perspectives.
Each client receives a detailed plan with guidance on each step and needs to achieve their goals and objectives
- Personalized and detailed strategy development for properties, portfolios and asset allocation planning
- Evaluation of the portfolio in search of opportunities for improvement and/or strategic reallocation
- Reviewing the plan with the client to help ensure alignment between your goals and preferences
Proactively and continuously, we monitor and review the planning, adjustments and updates as life, career, business and other personal and professional aspects evolve.
Our specialized consultants work to support clients in Merge & Acquisitions (M&A) operations, aligned with the seller and/or the buyer.
Our team can act in advising the total sale of a company or in partial businesses, such as business units or product lines.
We also offer valuation processes, at the same time that we design and execute fundraising projects abroad for the sale of the company or the issuance of shares in mini-IPOs.
Experienced professionals, with a vision that is sensitive to the demands and characteristics of the family or business (family or not), carry out economic-financial evaluations, considering all the variables and complexities inherent to each case.
Thus, we propose a cohesive Wealth Planning, aiming to combine the perpetuity of the assets with the financial needs of those involved.