Mission
and Values

OUR VISION

OUR VISION

To be the leading private wealth management consulting firm, we’re dedicated to maintaining absolute independence, upholding the highest standards of excellence, and building a legacy of trust. We work exclusively with a select group of clients, establishing long-term partnerships that stand the test of time.

OUR MISSION

We are committed to protecting and enhancing our clients’ most precious assets: their family, time, and reputation. More than just a service provider, we are a reliable partner, trusted to manage all aspects of family wealth and well-being. Our holistic approach, rigorous risk analysis, and long-term planning ensure that our clients achieve everything they want, freeing them to pursue their passions and achieve their goals.

VALUES

People

We value people

Our relationships are built on trust and understanding. Each family has a unique history and its own aspirations, and we prioritize the individual needs of our clients, team, and partners, offering a personalized and comfortable experience that fosters long-lasting partnerships.

At ITSWM, we cultivate an atmosphere of transparency, integrity, and trust. It’s an environment where our team thrives, driven by a shared sense of purpose and dedication to excellence. The success of our clients is a reflection of our collective efforts, pushing us to strive for professional growth. Our unwavering commitment to quality, along with our strong network of global partners, allows us to deliver exceptional service and collaborate with leading experts worldwide.

Success

Our commitment to results

Our strategy is to be the leading private wealth management consulting firm, getting the very best results for our clients. We have a business model that prioritizes the interests of our clients, guaranteeing independent — and, therefore effective — decisions that are made with only their wishes in mind.

We have everything you need in a consulting firm: expertise in asset structuring and client protection, in-depth knowledge of both local and international markets, a professional team and an extensive network of partners, and tools that are continuously evolving and improving. For us, quality takes precedence over quantity — we focus on working with a select group of families.

Reputation

Our most valuable asset

ITSWM is a respected member of the professional community, a reliable business partner, and a responsible employer. Our standards are unwavering:
  • Conducting business responsibly and ethically with our clients, employees, and partners;
  • Ensuring absolute confidentiality of personal and financial information;
  • Full transparency and openness;
  • Complete adherence to our strategy and values;
  • Robust internal and external quality control;
  • Adherence to international standards of professional ethics.

We avoid shady offshore jurisdictions at all cost, working exclusively with top-tier management firms and banks. We are very selective in choosing our partners and only cooperate with those whose expertise and reputation meet our demanding standards. Our clientele consists of discerning, reputable entrepreneurs committed to excellence.