PRIVATE
INSURANCE

Innovative Solutions

First Advisory is an insurance intermediary independent from Banks and Insurance Companies. It is based in Milan, Italy and it is registered to the Broker section of the IVASS (Institute for the Supervision of Insurance) Register at no. B000350474.

Specialising in Private Life Insurance, First Advisory acts on behalf of its institutional clients to identify, on the international insurance markets, the best open architecture life insurance, unit-linked and index-linked policies that can effectively meet the needs of its final clients, both high-net worth individuals and financial holdings.

Active since 2010, thanks to the high added value of its offer and to the widely recognized experience of its partners and staff, the company has been growing steadily and it has become a true reference point for Italian and international Private Banking divisions, Family Offices, Managers, and Independent Consultants. First Advisory guarantees the high level of technical, legal and fiscal expertise needed in order to provide services in accordance with this sector’s regulations and the latest European directives.

First Advisory’s goal is to help high net worth investors and their families to plan their financial future, managing a privileged fiscal instrument for them and helping them minimize the tax burden, in accordance with the current European legislation.

“Private Insurance”

combines private banking services and asset management with the advantages of a life insurance policy. One simple instrument is enough to meet the most complex and sophisticated of needs: family protection, generational wealth transfer, estate planning and direct financial instruments.

The distinctive feature of Private Insurance is a wide range of customizable and highly flexible insurance products that enjoy a number of fiscal advantages.

OUR SERVICES



"Private Insurance" is a concept that combines private banking services and asset management with the advantage of a life insurance policy.


OUR PARTNERS