Our Approach
Devís Investments works with healthcare, technology professionals, business owners and families, to plan, structure and administer their wealth for the long term. Our role is to help our clients organize their wealth, protect it in real terms, and to meet their planning objectives. This typically means passing it on to the next generation.
This requires us to think in decades but stay on top of things day-to-day for the benefit of our clients and their successors. It is our ability to make sense of a complex and changing world, and to keep ahead, that sets us apart. This requires solutions that are practical as well as technical and benefit from a real-world view.
Financial Planning & Strategy
Our simple process: Discover. Align. Flow. We uncover the unique drivers of your values and vision, draft a financial picture and outline objectives. Then we create and implement a financial blueprint that reflects your values and targets your goals. Together, we monitor your plan, adapt and tackle obstacles and changes as they come.
Investment Management
Our investment team and partners define investment strategies that are stress-tested, structured tax-efficiently, aligned with our clients’ values and integrated with their planning. We offer open architecture and best in class custodians in a transparent manner.
Property & Landlords
We offer a vast range of services relating to real estate sectors; we assist our clients not only in implementing the best purchase and sale tax solution but also in managing routine compliance accounting and fiscal requirements. International investors may benefit from our wealth of experience in handling finance cross border investment strategies.
A new financial world:
Crypto & Intangibles assets
The firm is able to provide advisory, tax and legal services to crypto asset investors, traders and asset managers in their routine and non-routine operations. Our coordinated team of professionals specialises in different areas and assists our clients when investing in a vast number of different crypto assets and blockchain projects, providing sophisticated investment solutions and strategies.
Wealth Management
Diversification
Comprehensive financial advicel
International Strategy
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