Resources
Practical guides
Short downloadable PDF guides to prepare for a meeting, read costs and organise the transfer of wealth.
Download, read and bring the right questions with you.
The guides are free and can be downloaded without registering. They are for information only and do not replace a personalised assessment.
Practical guide
What to bring to the first meeting
A checklist of documents and questions that make the first meeting more productive, with no passwords or codes involved.
Download the PDF (in Italian) →
Practical guide
How to read the costs of your investments
The main cost items, the documents where you can find them and the questions to ask in order to add them up and compare them.
Download the PDF (in Italian) →
Practical guide
Generational transfer of wealth: the questions to ask
Seven questions to plan the transfer of family or business wealth in good time, in coordination with other professionals.
Download the PDF (in Italian) →The position paper
Ten pillars for reading investment choices: the document that describes our method.
Discover the guide →