Leaving a legacy is a delicate moment that must be planned, prepared and managed in time and with care. It is not simply a matter of passing on material possessions, but continuing to contribute to the well-being of future generations.
WHY SHOULD WE THINK ABOUT IT TODAY?
The sooner your requirements are identified and a strategy is chosen, the more time your investment has to generate the expected results. Your legacy will be organised and structured, a clear set route into the future from today.
Why real estate?
- COMBINATION OF RETURN AND CAPITAL APPRECIATION
- HEDGE AGAINST INFLATION
- TANGIBLE INVESTMENT
Its intrinsic characteristics lead us to be supporters of Real Estate as an asset class. A real estate legacy, built over time, can maintain its value and represent a source of economic security for future generations.
At ELVinvest we believe in
of building a partnership.
We always start with our clients’ individual situation so that a bespoke, personalised plan can be created to identify how and within which timeframes it will be possible to achieve the objectives set.
We often plan and
manage two types of requirements:
1. TO LEAVE A PORTFOLIO WHICH IS ABLE TO GENERATE A POSITIVE, CONSTANT CASH FLOW OVER TIME. INVESTMENT OPPORTUNITIES THAT MAXIMISE STABLE INCOME IS THE FOCUS OF THIS PORTFOLIO.
2. TO LEAVE A PORTFOLIO WHICH SEES THE ABSOLUTE VALUE CONTINUING TO GROW OVER TIME. IN THIS CASE, THE PRIORITY BECOMES THE SEARCH FOR OPPORTUNITIES WITH THE GREATEST POTENTIAL FOR CAPITAL APPRECIATION, WITHOUT SACRIFICING THE SUSTAINABILITY OF CASH FLOWS.
ELVinvest proposes itself as the best technical partner and fiduciary reference for the entire family. Our long experience in the Swiss financial sector and our passion for managing the assets of our clients, makes ELVinvest an ideal partner to support you and your heirs in this delicate and fundamental step. The benefits of prudent decisions made today will be watched with gratitude and pride by generations to come.