Salvatore Longo
Sort, Protect, Transmit
Financial and succession planning tailored to your goals.
Customised solutions to optimise the taxation of private and corporate assets.
Financial planning for capital growth and asset protection.
Constant support with a transparent and goal-oriented approach.
Who they are
A point of reference for your wealth advice.
For years I have been supporting families, professionals and entrepreneurs in the protection, management and transmission of assets.
My aim is to offer customised solutions and tailor-made strategies with a clear, transparent and results-oriented approach.
My services for businesses
Financial solutions to grow your business
Every business has specific challenges and objectives. I offer tailor-made advice to help you manage liquidity, optimise company resources, protect company assets and plan for the future with targeted tools.
Strategic support to address every stage of the business cycle, from growth to generational transition.
Corporate cash management
Customised solutions to optimise treasury and valorise company inventories, always maintaining the right balance between availability and return.
All Risk policies for the enterprise
Protect your company's assets with comprehensive and flexible cover: prevention and security to deal with unforeseen events and ensure business continuity.
T.F.M. and Key Man
Protection and enhancement of the company's key human capital: end-of-service plans and insurance coverage dedicated to strategic figures.
Employee severance pay management
Solutions for efficient administration of accruing severance pay, with tax and social security benefits for the company and employees, while protecting long-term financial sustainability.
My services for private individuals
Customised strategies to enhance your assets
Every asset tells a personal story. I support you with tailor-made advice to protect, optimise and pass on your capital.
From portfolio analysis to succession planning, I offer tools and strategies designed for your real needs.
Heritage protection
Tailor-made solutions to protect your capital from unforeseen risks and ensure financial stability, also with a view to family and inheritance.
Analysis and investment solutions
In-depth portfolio assessment and customised investment proposals based on objectives, time horizon and risk appetite.
Succession and generational transition
Effective planning to transfer wealth in an orderly manner, reducing the tax impact and protecting family ties over time.
Tax optimisation of investments
Strategies designed to reduce taxation on returns and assets, with a constant focus on efficiency and sustainability.
Partners
I collaborate with leading companies in the financial sector to offer solid, transparent and regulatory-compliant solutions.
I am moderator for Faj on Thematic Forums reserved for Financial Advisors registered with OCF
I work with Consultinvest Investimenti SIM S.p.A., a company specialising in asset management and financial consulting.
Need wealth advice?
Fill in the form to request an appointment.
I will personally get back to you to analyse your needs together and start a tailor-made path for you, your family or your business.
Targeted solutions for complex requirements
Specialised Services
In addition to classic wealth advisory, I offer vertical services dedicated to clients with evolved needs: high-profile professionals, complex assets and generational transition situations.
Evolved Estate Planning
Tailor-made solutions to protect, enhance and pass on complex assets, with a strategic vision and highly efficient tools.
Generational Changeover Counselling
Support in the transmission of family wealth, with a focus on taxation, governance and the protection of generational balances.
Services for Doctors and Pharmacists
Dedicated consulting for freelancers to optimise resources, protect capital and plan for retirement and generational transition.
Management of Structured Portfolios
In-depth analysis and customised strategies for assets over 1.5 million, focusing on funds, ETFs, TFMs and insurance solutions.
Who they are
Salvatore Longo
I am a wealth advisor with an educational and professional background focused on the protection, management and transmission of assets, both personal and corporate.
I graduated in Banking, Finance and Insurance Sciences at Università Cattolica del Sacro Cuore, and then specialised in Finance and Risk Management at Università degli Studi di Parma, with specific focus on risk management for SMEs and bond markets.
I gained experience within leading companies in the sector, such as Banca Generali and Consultinvest Investimenti SIM S.p.A., where I assisted private and institutional clients in managing customised portfolios and in tax and estate planning.
Today, I work alongside entrepreneurial families, doctors, pharmacists, executives and freelancers - with a focus on the healthcare sector - offering tailor-made advice based on a solid method that combines analysis, discussion and constant updating.
I believe that every heritage deserves attention, strategy and vision: it is not just about numbers, but about people, relationships, life choices.
That is why my work is not limited to proposing financial products: my goal is to help you build a path of growth and security, capable of protecting what really matters, today and over time.
