A tailored service for the planning, structuring and transmission of your assets
Anticipate the future through our estate planning service
We offer a comprehensive and bespoke approach for all your family and work assets, which are constantly adapted to the key moments of your life.
Based on your needs, our experts are at the service of your assets
We make a cartography of your assets, analyse your marriage contract, offer you advice on donations and inheritance for the optimal transfer of your assets to future generations.
Keep control over your assets at every important moment of your life
Our Estate Planners offer tailored solutions for:
- updating your marriage contract and planning your estate;
- finding the best collective insurance solutions;
- diversifying your assets, in real estate for instance;
- the exhaustive optimisation of your assets if you are a Wealth Management client.
Transmission, donation... we’ll optimise your succession
Based on your specific needs and situation, we design an optimal solution for your succession:
- donations, with or without usufruct;
- dual legacy for fiscally profitable donations to third parties and charities;
- life insurance as an instrument to transfer assets;
- exclusive financial trainings available to the children of our Wealth Management clients, helping them make the right decision when the time comes.
Individual support to transfer your business
Are you ready to hand over your business?
- We will put you in touch with potential buyers and specialised lawyers.
- Once the takeover is recorded, we will recommend eventual adjustments to your will and donations.
- If necessary, we will design financing solutions while the sale is being finalised.
- Our Wealth Management clients enjoy a tailored approach for the transfer of their businesses.
Investments and credits to build your wealth
Are you looking for a sustainable investment for your assets?
Our sustainable investments offer potentially interesting returns albeit with a positive impact on social and environmental issues.
Credits to diversify and transfer your assets
With our financing solutions, make your dreams come true or make a donation without losing any of your assets.