Our Services

Alternative Investments

We are specialists in analyzing and creating alternative investments. Our primary goal is to be an advisor able to balance risk and return in order to create long-term value for our customers.

Thanks to our experience in Private Debt, Private Equity, Real Estate, and Venture Capital strategies, we have global supervision of alternative investments.

Introduction of New Solutions / Services On The Italian Market

- We do international Scouting
- We carry out a feasibility study for the domestic market
- We ask for legal and tax advice
- We validate, implement and make the service accessible

Structuring of Specific Investment Solutions

- We analyze the financial services chain
- We compare the service / cost ratio
- We monitor the service
- We make a beauty contest between the suppliers of the requested service

Club Deals

- We define the solution and its characteristics directly with the issuing company for a personalized issue (25m +)
- Upon request we analyze the possibility of issuing white label solutions

Our Services

Wealth Management

C&P provides innovative solutions for the planning and protection of family and corporate assets. A 360-degree advisory service that puts your interests, passions and projects above all else.

Private Isurance

- We carry out a market analysis
- We evaluate the possible jurisdictions
- We analyze the products
- We structure the operations
- We carry out cross-border succession planning
- We validate, implement and make the service accessible

Service Assessment

- We analyze the need and type of investment
- We are looking for the most suitable instrument/vehicle
- We choose the platform and jurisdiction
- We make a beauty contest between the suppliers of the requested service

Dedicated Insurance Services (All Risk)

Succession planning and generational handover