DOGI’ INVESTMENT STRATEGY S.A.
BANKASSURANCE ESTATE PLANNERS
ESTATE PLANNING is the tailored ADVISORY service that our group has carried out since 1986, when it was known as “Bottalini & Pecchinotti Professional Financial and Insurance Services “, with its head office in Via Frattina, Rome: It is based on listening to every client issue, be it’s family or company related. The client’s needs and future expectations give a good overview of the solutions needed. They allow us to establish a personal management plan for both the transferable assets and immovable and cultural property, making everything tangible, and easily transferable to future generations, while maintaining control.
Based on the security, legislation, flexible options and tax benefits of the Luxembourg unit-linked life insurance policies, BANKASSURANCE ESTATE PLANNER can tailor a PERSONAL PORTFOLIO to each client. This includes the appropriate international financial instruments tailored to the needs of the family and/or business group the client represents, and that he/she intends to protect. The use of specialized financial products, such as real estate funds, Luxembourg SIFs and securitisation bonds allow integration of property, cultural and other valuable collections assets into the policy.
The final goal is always planning the protection and the management optimization of the client’s entire estate assets over time, without disregarding the future division of the assets, succession by way of inheritance or outside transfer. This also includes the generational transfer of shares and stocks of both listed and unlisted companies.
Asset Management is optimized by entrusting it to a professional fund manager, approved by the insurance company and the Luxembourg Insurance Supervisory Body, the CAA (Commissariat aux Assurance).
Finally, the cross monitoring of the insurance company, custodian bank and the CAA, to whom information on the assets included in the client’s policy is submitted, together form a UNIQUE SECURITY TRIANGLE within Europe.
OUR PROFESSIONAL EVOLUTION …
BOTTALINI & PECCHINOTTI FINANCIAL AND INSURANCE ADVISORS
DOGI’ INVESTMENT STRATEGY S.A – LIFE INSURANCE BROKERS AUTHORIZED IN LPS
DOGI INVESTMENT STRATEGY S.A. BROKERS- BANKASSURANCE ESTATE PLANNERS
FUSION BETWEEN A TAILORED ASSET MANAGEMENT AND LUXEMBOURG LIFE INSURANCE ADVANTAGES
PRIVATE WEALTH LEGAL AND FISCAL PROTECTION
USE OF SPECIALIZED FINANCIAL PRODUCTS
GRANTING LOANS ON POLICY’S ASSET VALUE
MYR PRIVATE BANKASSURANCE PLAN
The efficiency of the Bankassurance Plan is based on the way Estate Planner listens to and understands each client, and also on acquiring a comprehensive view of the client’s personal, family and company issues. Consequently, it can combine the management instruments best suited to providing the “solution”...read more…
MYR CAPITAL INCREASE
This is the segment of the more extensive MYR BANKASSURANCE PLAN, which retains all the elements of legal protection, management and tax optimization and privacy. It is a totally transparent instrument, as it is authorized by Luxembourg’s CAA and the Italian Consob…read more…