Toledo Capital has built up extensive knowledge and experience over a decade working with wealthy clients seeking solutions to a wide range of financial matters.
Based on our holistic approach, we also support the long-term vision & legacy of our clients by accompanying them together with 3rd party experts in structuring wealth planning solutions.
With our external advisors we provide our clients with legal and tax advice on estate planning, tax issues, risk management, charitable giving, and a wide array of other wealth planning services.
In this way the client can achieve a significant wealth preservation and transmission for their assets over generations.
In fact, a tailored-made wealth planning solution based on your needs can provide the following benefits:
Please note that the above information is not a recommendation. Every decision needs to be consulted with your personal and tax advisor based on your current situation.
For more detail and additional information, feel free to contact our Managing Director, Anish Wig, for a personal discussion.