Wealth & tax planning
Experience in wealth and tax planning helps identify the questions to address with your existing advisers and qualified specialists.
LOCAL KNOWLEDGE · AN INTERNATIONAL PERSPECTIVE
Deep roots.
A shared purpose.
A personal project by Renato Bortone, bringing together deep Salento roots, an international professional perspective and established local relationships.
RENATO BORTONE / SALENTO LIVING
WHO WE ARE
Different journeys.
The same roots.
After a career spanning wealth and tax planning and private banking relationship management, I chose to step back from my previous professional path and devote my experience to a personal project rooted in Salento.
Born and raised between Lecce and Tricase, I remain closely connected to the area and spend considerable time here. Salento Living brings together that connection and a conviction shaped by my career: clients benefit when the professionals around them understand one another’s work and coordinate their efforts.
My role is to listen, bring the right local expertise into the conversation and keep the different parts of a client’s plans connected — working alongside the advisers they already trust, in English or Italian.
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Arrange a short introductory call ↗COMPLEMENTARY EXPERIENCE · CLEAR RESPONSIBILITIES
The people behind
the wider picture.
Established local relationships connect tax specialists, civil lawyers, notaries, architects, engineers and real estate agencies. The professionals and terms of collaboration are agreed for each assignment.
Property & administration
Local research, property administration and practical coordination help turn a broad wish into a focused search.
Renovation & technical work
Renovation experience and local technical contacts help define the work, compare proposals and coordinate the relevant specialists.
Hospitality & everyday support
Hospitality, dining and local services bring practical insight to visits, settling in and looking after a home.
For each assignment, we identify the coordinator and the professionals involved, explain their roles and agree how they work with your existing team. Relevant experience and professional credentials can be discussed before you instruct a provider.
The network connects independent providers. Regulated work remains with appropriately qualified and authorised professionals; a project coordinator does not replace their advice or responsibilities.
HOW WE WORK
A relationship built
around your client.
For wealth planners in the United Kingdom and Northern Europe, we offer a local point of coordination that complements the relationship you already have.
01 — LISTEN
Start with the person.
Understand the intended lifestyle, property needs, timing and professional support required before proposing a direction.
02 — CONNECT
Bring the right people together.
Identify the relevant local expertise and coordinate it with the client’s existing advisers, with clear roles and agreed responsibilities.
03 — COORDINATE
Keep the wider picture in view.
Consider property, tax residence, practical relocation and family or wealth questions together, rather than as disconnected decisions.
04 — SUPPORT
Stay close after the move.
Property care and concierge help turn a completed purchase into an enjoyable home, both during visits and between stays.
FOR PROFESSIONAL PARTNERS
Your trusted relationship.
Our Salento perspective.
A local network, a coordinated approach and practical support throughout the journey. Let’s start with the opportunity your client has in mind.
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