Since 2017, Federico Meacci has been a professional in wealth advisory and financial planning at a national level. After gaining experience in the credit sector at BPER Banca, he joined the Exclusive division of Intesa Sanpaolo in 2019. He specialises in financial investment management, with a client portfolio concentrated in Central Italy.
Thanks to the expertise acquired over the years, Federico Meacci can support Great Estate clients in all aspects that complement real estate investments. Mortgage assessment for buyers and financial investment solutions for sellers play a central role in ensuring effective liquidity management. Additionally, he provides advice on family succession planning and taxation—key elements for strategic wealth planning.
The added value for both Great Estate clients and professionals lies in the ability to provide concrete solutions to various financial needs, assisting in transactions that facilitate real estate investments and complement post-sale services. Another element of flexibility is the possibility of meeting clients directly at their homes, businesses, or offices, overcoming the traditional constraints of the banking environment and ensuring a highly personalised service tailored to each client’s specific needs.
SUMMARY OF SERVICES
- Banking services
- Mortgages and refinancing
- Financial investments
- Advisory on succession planning and wealth management
AREAS COVERED
- Cetona (SI)
- Chiusi (SI)
- Castiglione del Lago (PG)
- Città della Pieve (PG)
- Orvieto (TR)
This collaboration represents an opportunity to integrate skills and resources with the shared goal of offering an exclusive and high-level service in the field of real estate and wealth investments.
“My interest in Great Estate initially arose due to its well-established presence in the region, further strengthened by my acquaintance with some of the network’s professionals. The group’s high level of expertise in the real estate sector and the strong proactivity of its members were key factors in my decision to initiate this collaboration. The aim is to create a valuable synergy, where financial advisory can complement and enhance the services offered to Great Estate clients.” – states Federico Meacci.
Great Synergy: the network of trusted companies and professionals to realise your real estate projects
In addition to the real estate brokerage services offered by Great Estate, thanks to Great Synergy you can get everything you may need to manage, income or customise your prestigious property.
