The firm
Independent, technical, and explicit about method.
OptiFi advises clients whose professional and personal wealth cannot be considered separately. Every recommendation is documented, compared and explained before it is implemented.
Independence
No product quota, no in-house range to place. Analysis first, solution second.
Technical depth
Corporate structures, life insurance wrappers, taxation and estate law read as one system.
Transparency
Scope, method and fees are stated in writing before any engagement.
Continuity
Strategies are reviewed as your business, family and regulations change.