Wealth Management

We understand the importance of a comprehensive and diversified approach to wealth management. We offer a range of services designed to help our clients assess banking and investment management options, define their investment objectives, and choose right investment managers and banks internationally.

Diagnosis - our first step is to conduct a thorough diagnosis of our clients' overall banking relationships. This includes a review of their existing arrangement with the financial institutions, assets, liabilities, income, expenses, and any existing investment portfolios

Investment objectives - together we will set investment goals, such as saving for retirement, children's education, purchasing real estate or investing in other assets. We will also take into account your individual preferences and priorities.

Clients' Risk Profile And Investment Horizon - we will conduct a detailed assessment of your investment profile, taking into account your risk-bearing capacity, investment preferences and the period for which you are willing to invest. Based on this information, we will select appropriate providers to develop investment strategies.

Global Asset Allocation And Investment Strategy - we will develop a personalized strategy for managing your wealth, taking into account various asset classes, such as shares, bonds, real estate, raw materials and currencies. We will ensure institutional diversification of the investment portfolio in order to minimize risk and maximize returns.

Administration And Advisory Services For Banking Relationships - we assist our clients in opening private bank accounts on their behalf, ensuring seamless and efficient banking operations. We also handle the necessary documentation, such as KYC (Know Your Customer) and SOW (Source of Wealth), to comply with regulatory requirements.

Opening banking access to your family user account - if necessary, we help you access banking extensions, both for your company and for you as the main person. We will deal with formalities and procedures.

Preparation of KYC (Know Your Customer) and SOW (Source) documentation - we provide support in basic documentation, containing documentation with basic information such as KYC and SOW to check compliance and transparency in the management of a given device.

Business Development

Our firm specializes in providing a range of services within the fields of business development, investment banking, and private equity. We have a dedicated team of professionals with extensive experience in these areas, and we are committed to helping our clients achieve their financial goals.

Mergers and Acquisitions - we assist our clients in identifying potential acquisition targets or merger opportunities, conducting due diligence, and structuring and negotiating the transaction. Our team has a deep understanding of the M&A landscape and can provide valuable insights and guidance throughout the entire process.

IPO support - if you plan to go public, our Team will provide IPO support. We will help you with market issuance, preparation of documentation, negotiations with investors and management of the issuance of shares.

Financial Structure - provides access to a variety of structures including corporate obligations, asset-backed securities (ABS), convertible obligations, finance leases, and other financial instruments that may be associated with your finance functions.

Business Partner Matching - if you are looking for business partners, we will help you find the right partners who can strengthen your market position, provide new skills or technologies, or help you expand into new markets.

Capital Raising - we are able help you find investors, develop a business plan, conduct a company valuation and conduct negotiations to obtain the best financing conditions.

Private equity investments and structures - we provide access to private equity investments and structures that can meet your investment needs. Our team of experts monitors the market and identifies attractive investment opportunities.

Political Communication - if your company deals with political issues, we will help you communicate with political decision-makers, lobby and build political strategies to protect and promote your business interests.

Strategic consulting - we provide comprehensive strategic consulting that will help you develop your business strategy, identify new markets and segments, optimize operational processes and manage risk.

Support in regulatory issues - if your company operates in the European Union or the UK, we will help you understand and adapt to applicable laws and regulations.

Sustainable development - we support companies in achieving sustainable development goals, such as reducing CO2 emissions, effective management of natural resources, corporate social responsibility and other activities aimed at protecting the environment and society.

Real Estate

Our firm specializes in providing a wide range of services within the real estate sector. We understand the unique challenges and opportunities that come with international real estate investments, and we are committed to helping our clients navigate the complexities of the global real estate market.

In the Real Estate sector, we offer following services:

Mergers and Acquisitions - we assist our clients in identifying potential acquisition targets or merger opportunities, conducting due diligence, and structuring and negotiating the transaction. Our team has a deep understanding of the M&A landscape and can provide valuable insights and guidance throughout the entire process.

IPO support - if you plan to go public, our Team will provide IPO support. We will help you with market issuance, preparation of documentation, negotiations with investors and management of the issuance of shares.

Financial Structure - provides access to a variety of structures including corporate obligations, asset-backed securities (ABS), convertible obligations, finance leases, and other financial instruments that may be associated with your finance functions.

Business Partner Matching - if you are looking for business partners, we will help you find the right partners who can strengthen your market position, provide new skills or technologies, or help you expand into new markets.

Capital Raising - we are able help you find investors, develop a business plan, conduct a company valuation and conduct negotiations to obtain the best financing conditions.

Private equity investments and structures - we provide access to private equity investments and structures that can meet your investment needs. Our team of experts monitors the market and identifies attractive investment opportunities.

Political Communication - if your company deals with political issues, we will help you communicate with political decision-makers, lobby and build political strategies to protect and promote your business interests.

Strategic consulting - we provide comprehensive strategic consulting that will help you develop your business strategy, identify new markets and segments, optimize operational processes and manage risk.

Support in regulatory issues - if your company operates in the European Union or the UK, we will help you understand and adapt to applicable laws and regulations.

Sustainable development - we support companies in achieving sustainable development goals, such as reducing CO2 emissions, effective management of natural resources, corporate social responsibility and other activities aimed at protecting the environment and society.

Trust And Corporate Services

Our firm specializes in providing comprehensive trust and corporate services to individuals, families, and businesses. We understand the importance of effective trust and corporate structures in managing assets, protecting wealth, and ensuring compliance with legal and regulatory requirements. Our team of experts has extensive experience in advising clients on a wide range of trust and corporate matters across various jurisdictions.

Establishing and Managing companies in various jurisdictions - we will help you establish a company in the selected jurisdiction, prepare the necessary documentation and guide you through the entire registration process. Additionally, we will provide you with support in the management and administration of your company.

Family Share Management - if you own shares in a family business, we will help you manage them professionally and in line with your business and family goals. We will provide you with support in making strategic decisions, succession planning and optimization of the share structure.

Selecting Appropriate Jurisdictions for Trusts, Foundations and Other Corporate Structures - if you need to establish a trust, foundation or other corporate structure, we will help you choose the appropriate jurisdiction to meet your needs in terms of asset protection, taxes, privacy and other factors.

Creation, administration and coordination of trusts, foundations and other corporate structures - we will provide comprehensive support in the process of creating trusts, foundations and other corporate structures. We will administer them in accordance with your instructions and ensure their compliance with applicable legal regulations.

Coordinating contacts with local and foreign institutions - if you need to establish contacts with local or foreign institutions in order to achieve your business goals, we will help you establish and maintain these contacts. Our team of experts has a wide network of business contacts in various markets.

Storage of legal documentation - we will ensure the safe storage of your legal documents in a manner consistent with applicable regulations. We will ensure that your documents are available when needed and protected against unauthorized access.

Estate Planning

We offer comprehensive estate planning services to individuals and families, ensuring that their assets are protected and distributed according to their wishes.

Asset and investment structuring - we will help you create the optimal structure for your assets and investments, taking into account various factors such as taxes, risk, legal compliance and individual goals. Our team of experts will help you optimize your investment portfolio and adapt it to your risk tolerance.

Advice on ownership, management and distribution of assets - we will provide you with comprehensive advice on issues related to the ownership, management and distribution of your assets. We will help you establish appropriate ownership and management structures that will be consistent with your goals and needs.

Privacy and property protection structures - if you care about protecting your privacy and property, we will help you create appropriate legal and corporate structures. Our team of experts will help you identify and use appropriate tools, such as trusts, foundations, offshore companies, to protect your assets against unfavourable legal and tax consequences.

Family And Lifestyle Support

In addition to our wealth management services, we also offer comprehensive family and lifestyle support services. We understand that managing a busy and affluent lifestyle can be challenging, which is why our team is dedicated to providing personalized assistance to meet the unique needs of our clients.

Support in international learning and individual education of children - if you have children and need support in the field of international education, we will help you find appropriate schools, curricula and teachers who will meet your expectations. We will support you in the process of acquiring knowledge and skills by your children, providing them with the best educational opportunities.

Acquisition and sale of yachts, aircraft, (classic) cars, horses, and other valuables is one of our primary areas of support. We help clients assess their existing financing arrangements and explore opportunities for refinancing to potentially secure better terms or lower interest rates.

Bossalini Capital has partnered with a London based luxury fashion concierge, to provide our clients with a VIP shopping experience. The service has been instrumental in luxury fashion and global sourcing of rare designer items and luxury goods, providing services to some of the most prominent international celebrities and VIP clients worldwide.

International Relocation

Our firm specializes in providing comprehensive international relocation services to individuals and families looking to relocate to a new country. We understand that international relocation involves various complex aspects, including tax considerations, obtaining residency permits, finding suitable schools for children, and coordinating with multiple authorities. Our team of experts is skilled in navigating these challenges and providing personalized support throughout the relocation process.

Analysis of taxes and other benefits of international relocation - we will help you understand the tax consequences of relocating to another country. Our team of experts will conduct a tax analysis and advise you on the tax benefits you can obtain as a result of relocation.

Support in changing tax residence - if you are planning to change tax residence, we will help you with the registration process and formalities related to obtaining a new tax residence. Our team of experts will advise you on legal and administrative requirements.

Support in obtaining international residence permits - if you need a residence permit in a new country, we will help you understand and complete the required documents. Our team of experts will support you in the application process and provide you with the necessary help and advice.

Help in finding and applying to foreign schools - if you are planning to move to another country for your child's education, we will help you find suitable foreign schools and support you in the application process. Our team of experts will help you find the best educational solutions for your child.

Coordination of contacts with all involved offices in the relocation country - we will help you coordinate contacts with various offices and institutions in the country to which you are relocating. Our team of experts will support you in all formalities and provide you with the necessary assistance and advice.

BC Legal

Bossalini Capital offers comprehensive legal services to support our clients in various aspects of their personal and professional lives. Our team of experienced lawyers is well-versed in a wide range of legal areas and is dedicated to providing high-quality advice and assistance to our clients.

Support in establishing and running a business is one of the key legal services we offer. Whether you are starting a new venture or expanding an existing business, our team can provide guidance and assistance in all stages of the process. We can help with entity formation, drafting and reviewing contracts, negotiating deals, ensuring compliance with regulations, protecting intellectual property, and addressing any other legal issues that may arise in the course of running a business.

Immigration law is another area where we offer expertise and support. We understand that navigating the complexities of immigration laws and regulations can be challenging, especially for individuals and families seeking to relocate to a new country. Our team can provide guidance and assistance in obtaining visas, work permits, residency permits, and citizenship in various jurisdictions. We stay up-to-date with the latest immigration laws and policies to ensure that our clients receive accurate and reliable advice.

Additionally, our legal team can assist with a wide range of other legal matters, including but not limited to:

Estate planning - we can help clients create comprehensive estate plans, including wills, trusts, and powers of attorney, to protect their assets and ensure their wishes are carried out.

Family law - our team can provide guidance and representation in matters such as divorce, child custody, prenuptial agreements, and adoption.

Tax law - our lawyers can provide advice on tax planning and optimization, ensuring compliance with tax laws, and resolving any tax-related disputes or issues.

Intellectual property law - we can help clients protect their intellectual property rights, including trademarks, copyrights, and patents, and assist with licensing and enforcement.

Dispute resolution - our team can assist in resolving disputes through negotiation, mediation, or litigation, depending on the specific circumstances and the client's objectives.

Art Consultancy

At Bossalini Capital, we believe in the power of art as an investment and a means of personal enjoyment. Our art advisory services are designed to help our clients navigate the art market with confidence, ensuring that their art investments align with their financial objectives.

Our collaboration with an Art Consultancy allows us to provide our clients with expert guidance in navigating the art market. Whether our clients are seasoned collectors or new to the art world, our art advisory services aim to assist them in making informed decisions and maximizing the potential of their art investments.

Through our partnership, we offer the following art advisory services:

Art Market Research and Analysis - our team of art experts conducts in-depth research and analysis of the art market, identifying emerging trends, potential investment opportunities, and artists with strong market potential. We provide our clients with comprehensive reports and insights to help them make informed decisions.

Collection Management - we assist clients in managing their art collections, including cataloguing, valuation, and inventory management. Our team can also advise on collection development, exhibition and publication potentials, acquisition strategies, and portfolio diversification within the art market.

Art Investment Strategies - we work closely with clients to develop personalised art investment strategies aligned with their financial goals and risk tolerance. Our experts provide guidance on buying and selling artwork, art funds, and other investment vehicles within the art market.

Appraisal Services - we offer professional art appraisal services to determine the value of artwork for various purposes, including insurance, estate planning, and tax purposes. Our appraisals are conducted by certified and experienced art appraisers.

Art Market Insights - we keep our clients informed about the latest trends, exhibitions, and auctions in the art world. Our regular updates and market insights help clients stay informed and make well-informed decisions regarding their art investments.