Estate and Fiscal Planning
You have worked hard and achieved a financial success that has allowed you and your family a very comfortable lifestyle. At the same time, you have been concerned with providing a secure future for your family, free of legal or fiscal problems. Serfincorp and its correspondents in Europe and the United States can offer you over ten years’ experience in the matter of Trusts and Foundations to discuss your estate planning, with the best advice that you and your family are entitled to in order to continue enjoying this hard-earned security.
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Currency Exchange Planning
What currency should your liquid estate be in? How much of it should be in local currency? Do you need to exchange one currency for another? Our vast experience in the currency exchange market allows us to offer you the advice and service that you need and that we, as your brokers in local or foreign currency, are able to offer. With the constant changes that our country is going through every day, you need fast action to protect your hard-earned estate. Serfincorp can give you daily, step-by-step assistance in doing so.
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Investment Portfolio Management
Today’s volatile world markets demand a depth of knowledge of Investment Portfolio structures that can be tailored your needs, as well as an administrative dynamic capable of making the right decisions at the right time. Our International associates, leaders in Investment Portfolios, Mutual Funds and Hedge Funds, enable us to offer you an instrument custom-made to your expectations.
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Financial Planning for “Expatriates”
Your company transferred you to a new country, but your salary package is transferred from your company headquarters. How much money do you need in local currency? Do you need to cash a check from your personal account in foreign currency? How will you pay your bills in your country of origin (credit cards, utilities, etc.)? What investment options do you have for placing your savings? Our advisors, together with our international network, can help you with all your needs and concerns.
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