Questionnaire
We therefore kindly ask you to take a few minutes of your time to fill out the questionnaire we have prepared, so that we can better understand your situation and provide you with a personalized service that reflects your specific needs and goals.

Questionnaire
We therefore kindly ask you to take a few minutes of your time to fill out the questionnaire we have prepared, so that we can better understand your situation and provide you with a personalized service that reflects your specific needs and goals.

Understanding and presentation of the situation
To prepare for the call, it is essential to have a clear understanding of your personal goals/ preferences and to present your personal, professional and financial situation in detail.
In this regard, a good starting point may be to discuss ideas on strategies already formulated, which can be revised and expanded as needed.

Put the essential points in writing
To make it easier to understand the situation, it is helpful to put the essential points in writing and send them out before the call, so as to better structure the case and prepare more thoroughly.
We therefore kindly ask you to take a few minutes of your time to fill out the questionnaire we have prepared, so that we can better understand your situation and provide you with a personalized service that reflects your specific needs and goals.

Questionnaire
Help
Do you need help?
If you need help, please contact us! we will help you clarify your doubts.