Wealth and financial advice
We protect and organise heritage with a clear and practical vision.
Our approach
At Navigo ad Futura, we assist entrepreneurs and families in organising and protecting their assets, with a clear, practical vision tailored to each situation. Our goal is to help you make smart financial decisions and manage your resources in a way that provides security today and sustainability in the future.
Overview of heritage
We analyse the client’s assets, savings, investments and projects in a simple and orderly manner to understand how they relate to each other.
Personalised financial planning
We design a tailor-made plan to balance current needs and future goals: liquidity, savings, investment, protection and generational succession.
Protection and safety
We help identify risks and implement solutions that guarantee the stability of family or business assets in the face of unforeseen events.
Coordination with specialists
We collaborate with solicitors, tax advisers and financial institutions to ensure that all the pieces are aligned and the client receives a comprehensive, consistent service.
Close support
It’s not just about numbers: we work alongside each client as a trusted partner, providing clarity in decisions that make a difference in the medium and long term.
What sets us apart
Clear language and
practical solutions
We explain the options without unnecessary technical jargon.
Complete
independence
We do not sell financial products; the only interest
we defend is that of the client.
Guidance for SMEs
and business families
We understand your challenges
and design solutions tailored to your reality.
Proximity
and trust
We are personally involved to ensure that every asset
management decision makes sense and adds real value.
CONTACT US
Shall we start with
a conversation?
If you’re considering an important decision and want an expert opinion, this is your next step.