Accompanying you, that’s our commitment
At Inteligo Plus, we want you to feel free, secure, and supported. That’s why we provide you with the best professionals, who will offer tailored wealth planning and protection solutions while guiding you every step of the way. With us, your wealth is in good hands, ensuring peace of mind and stability for you and your family.
Your future requires special care to ensure a peaceful present. That’s why our solutions provide continuous advisory and monitoring:
Discretionary Management Service
- Full discretion in investment management, where the client delegates investment decisions.
- Portfolio management based on an investment policy defined by the client and formalized in a contract.
- A single annual all-in fee based on assets under management (AUM).
Non-Discretionary Management Service
- The client retains full control over investment decisions.
- A dedicated team of investment advisors provides daily monitoring and support.
- Transactional and custody fees apply.
Wealth planning is of crucial importance as it helps you protect, preserve, and efficiently manage your assets and liabilities throughout your life, ensuring your financial well-being and that of future generations.
We collaborate with renowned experts to provide you with the security and solutions you seek, always supporting you throughout the entire process.
We collaborate with renowned experts to provide you with the security and solutions you seek, always supporting you throughout the entire process.
- The goal is to achieve tax efficiency for your assets, in strict compliance with current international regulations.
- Strategic partners:
- Compilation of bank accounts
- Preparation of financial statements
- Preliminary calculation of Income Tax
- Strategic artners:
- Compilation of bank accounts
- Preparation of Financial Statements (FS)
- Preliminary calculation of Income Tax
- Strategic partners:
Multibank management offers diversification and access to a wide range of financial services, providing security and flexibility.
Inteligo Plus gives you the support and security you need when choosing products and services from other platforms, such as:
Inteligo Plus gives you the support and security you need when choosing products and services from other platforms, such as:
- Centralization of investment management of different financial entities
- Opening accounts in the US with the support of StoneX
- Optimization in diversification management
- Comprehensive risk management and control
- Permanent monitoring and execution
- Flat commission and lower costs
Exclusive training sessions
Being an Inteligo Plus client allows you to have exclusive access to our two information and education platforms:
Legacy
Legacy, from Inteligo Plus, is our in-house training program, with various courses taught by experts from the different Inteligo Group subsidiaries.
The immediate family members of our Inteligo clients Plus, they will be able to learn how a portfolio is designed and managed, they will learn what the main tools are in estate planning, the tax and legal aspects that they should know.
The immediate family members of our Inteligo clients Plus, they will be able to learn how a portfolio is designed and managed, they will learn what the main tools are in estate planning, the tax and legal aspects that they should know.
Plus Talks
Shared knowledge spaces with information necessary for the management of an investment portfolio and various aspects that revolve around estate planning, such as tax advice, thematic investments, etc.
In these spaces we have top-level guest exhibitors.
• In-person events
• Webinars
• Meet-ups
In these spaces we have top-level guest exhibitors.
• In-person events
• Webinars
• Meet-ups