Our Services
Global Reporting
At SSA Wealth Advisors, we have a state-of-the-art platform that allows us to offer a comprehensive and complete family wealth overview along with the necessary tools to manage different assets and investments.
Portfolio Analysis
A consolidated and dynamic vision allows our investment advisors to carry out a periodic and systematic analysis of all investment portfolios from different angles in order to:
- Increase transparency
- Ensure centralized risk management
- Facilitate strategic decision making
- Identify opportunities
Global Investment Strategy
We assist in the definition, implementation, and monitoring of a global investment plan which translates the family’s needs into clear and tangible investment objectives and coordinates all the banks and investment managers in order to reach the proposed targets.
Wealth Planning
We work closely with the family’s legal advisors and their external providers (trustees, accountants, insurance brokers, etc.) to identify the most appropriate wealth structure and define the succession plan and family governance protocols in order to optimize the transition to the next generation.
Discretionary Portfolio Management
Under the Discretionary Model, clients select their own investment profile, which can be standard or customized. Our experienced team will execute the strategy by managing the complexities and volatility of the markets and making agile and informed investment decisions.
Investment Advisory
Based on client-specific investment profiles, needs, and objectives, our Advisory Model allows us to select and propose investments for clients, helping them understand the implications of each investment opportunity and allowing them to make the final approval as best suited to their investment profile.