Services We Offer

What I Do for People

Investment Management and Advice

To achieve financial goals, it is essential to have the right investment strategy. This will help you develop a disciplined investment focused on diversification. Sforza’s investment philosophy has a long-term perspective, and an application of strategic discipline designed to your size.

When we make a recommendation, we also take financial and retirement planning into account.

Estate Planning

We are present every step of the way, providing the necessary knowledge and experience to be able to create an effective estate plan so that your family is well protected.

Integrating your estate plan with other areas of your financial life is essential, whether you are a first-time parent, a grandparent, a large family... It is never too early to start planning for the future of your loved ones.

Philanthropic Planning

The way we spend our money often reflects who we are, and how we are. Some people choose to donate some of the money to useful causes for the community. These donations are made for selfless reasons.

Taking a strategic approach to your finances will help you maximize your donations, and you can contribute to your community and the world at large.

At Sforza we are passionate about helping to develop a strategic and well thought out and designed philanthropic plan. From making donations to creating a private foundation, together we will make sure your favorite charities can make the most of your philanthropic efforts.

Second Opinion Service (SOS)

The Second Opinion Service (SOS) was created at the beginning of the COVID-19 pandemic, in the year 2020. This service basically responds to the many concerns that people had —and still have— about their finances.

This service consists of:

  • A broad review of your financial positions by analyzing your current investments and savings —retirement plans, savings insurance—, as well as your goals to achieve.
  • The review of progress and the achievement of financial objectives and the confirmation, or not, of whether we are on the right track; also, suggestions on possible adjustments to the positions.

Ultimately, this service consists of providing a global analysis of the current situation and the cost, risk, and performance variables.

What I Do for Businesses

At Sforza, we offer a full range of financial advisory services for companies and institutions involved in corporate operations that require investment, divestment, and financing decisions. We help create, transform, and protect the value of your business.

We focus all our efforts on advising our clients in decision-making, minimizing risks and optimizing value for business owners, providing precise, efficient, and rigorous advisory services, always guided by the perspective and judgment that come from our expertise.

Structuring, Negotiation, and Obtaining New Financing

We will help you identify and learn about the different possible sources of financing, as well as alternative financing markets to carry out recapitalizations, finance business growth projects, and optimize debt structures, with the aim of maximizing financing opportunities in a process agile and efficient for businesses.

Advice on Refinancing Processes

We provide you with specialized support in restructuring processes, including direct negotiation with financial institutions and creditors.

Protection of Financial Assets

We look for the best investment ideas in order to protect savings and circulation, while adapting to the reality and situation of the financial market in a completely independent way.