The core activity of Lauro & Giavatto SA is the provision of financial services, particularly in the areas of wealth management, heritage protection and investment advice. The company offers its clients individual solutions for the management and protection of their assets, including tax planning and risk management.
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Industry:External Asset Management
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Wealth management advice for families, privates and corporates across all relevant aspects of assets, with custom assistance for each business area.
Asset Management
Portfolio and asset management with ongoing monitoring, risk assessment, growth-oriented strategies and advice on alternative investments with controlled risks.
Investment Advisory
Specialized assistance in investment decision-making, based on market knowledge, financial information and continuous monitoring of the client portfolio.
Heritage Protection
Legacy planning and transfer to future generations, including identification of corporate structures and tax planning for efficient asset succession.
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