SERVICES

MAXIMIZING BUSINESS PERFORMANCE

First Estate Group SRL focuses on maximizing business performance in key sectors. We provide our enterprises with the resources, expertise, and opportunities necessary to excel and become leaders in their fields.

IMPROVING YOUR OPERATIONAL STRATEGY

Enhancing your operational strategy involves strategically connecting with businesses that share your vision and objectives. At First Estate Group SRL, we specialize in identifying and nurturing relationships that drive both immediate and long-term value. Our dedicated team works to understand your unique needs, helping you establish connections with reliable partners who can contribute to sustainable growth. By cultivating these strategic alliances, we aim to unlock opportunities for collaboration, streamline processes, and ultimately elevate the success of your business operations.

We offer professional support by thoroughly analyzing your company’s existing resources and capabilities. Our approach aligns these elements with your firm’s goals and values, ensuring that your business strategy is thoughtfully adapted to the industry environment.

CREATING A MANAGEABLE BUSINESS STRATEGY

Our success with our valued clients relies fundamentally on a clear understanding of these core values.

OUR SERVICES

The financial services and real estate sectors are both navigating significant transformations, necessitating improved business models to overcome past challenges. As the landscape evolves, there are not only obstacles but also substantial opportunities for growth. We leverage the expertise of our consultants, who bring valuable experience from both financial services and real estate. Our team assists institutions in various regions, helping them discover innovative ways to optimize processes and reduce costs. By combining knowledge of banking, insurance, asset management, and real estate investment with expertise in strategy, transformation, mergers and acquisitions, and digital solutions, we provide a holistic approach to addressing the complexities of both industries.

OUR REAL ESTATE SERVICES

We help plan for your personal and family needs by reviewing your documents. We clarifies the roles of trustees and beneficiaries, ensuring your plans align with your values. We facilitate wealth transfer through proper asset titling and offer guidance on charitable giving to support your legacy goals. With a strong track record in real estate and construction, we serve clients from large developers to individual investors. We understand industry standards and the unique challenges you face. Our expert network delivers tailored real estate services to meet your needs.

Connecting businesses involves the process of identifying companies and building relationships that align with shared interests and goals. At First Estate Group SRL, we excel in facilitating both one-time and long-term partnerships, tailored to your specific needs. Our team is dedicated to helping you find reliable and serious business partners, ensuring that your transactions are not only profitable but also sustainable. By fostering these connections, we aim to create opportunities that enhance collaboration and drive success in your business endeavors.

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REAL ESTATE & FINANCE

CONNECTING BUSINESS

ESTATE PLANNING

We will work with you to create a personalized estate and succession plan, giving you peace of mind and security. Through a comprehensive patrimonial analysis, we thoroughly assess your situation to optimally structure your assets and facilitate their transfer to future generations in a tax-efficient manner.

EXCLUSIVE REAL ESTATE SERVICES

The Real Estate division of First Estate Group SRL is dedicated to individuals looking to buy, sell, or rent exclusive or historic properties of limited size. We carefully select our listings and provide our clients with a personalized, boutique real estate service. Your advisor will always be available to keep you informed about market trends in sales or rentals, as well as properties that may interest you. Our top priority is to find the property that best suits your needs.

OUR MANAGEMENT SERVICES

Your investment strategy plays a crucial role in achieving your financial goals. Dealing with market volatility can be challenging if your portfolio doesn't align with your risk comfort. We bridge this 'behavior gap' by ensuring your risk tolerance matches your immediate, intermediate, and long-range objectives. Our portfolios are well-diversified and prioritize affordable, no-load investments. We generally concentrate on low-cost mutual funds, exchange-traded funds, and individual bonds, customized to suit your unique requirements.

Financial planning is the cornerstone of your financial success it all starts here. We assist you in identifying your lifestyle goals and aspirations, providing a tailored plan to achieve them. By analyzing your financial strengths and weaknesses through income and expense documentation, we offer you a clear view of your cash flow, which is essential for building wealth and achieving financial independence. We guide you in saving effectively by aligning your current decisions with your desired future lifestyle and financial success.

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INVESTMENT & MANAGEMENT

FINANCIAL MANAGEMENT

ASSET MANAGEMENT

We partner with top investment managers worldwide to provide customized portfolio solutions. Our approach involves structuring, monitoring, and managing investments in accordance with industry best practices. First Estate Group SRL delivers comprehensive private investment management services tailored for high-net-worth individuals. By collaborating with leading investment management firms, we create portfolios grounded in reliable, proven, and conservative strategies. Each client receives personalized attention, ensuring their investment goals, needs, and guidelines are met. Our clients gain access to a diverse selection of premier pooled and mutual funds, allowing for a broad range of investment opportunities.

PRIVATE EQUITY

Private equity refers to investing in shares of privately held companies, involving the buying and selling of equity that is not available on public stock exchanges. Unlike publicly traded firms, private companies don’t have shares listed for general purchase, meaning that private equity firms acquire shares directly from the company owners.Our broad network and deep industry experience enable us to identify investment opportunities that align with your goals. Count on us to help you realize the potential of private equity and build sustainable wealth.