Asset structuring: overview and optimisation of your assets
Asset structuring: total overview and expertise
Our team of Estate Planners help you optimise your assets based on your situation. A unique tool, PaxFamilia, helps you control the whole.
Our Estate Planners for your asset structuring
Do you have a question or are you looking for a specific solution? Our Estate Planners are at your service to advise you based on your personal situation.
A unique platform to plan your estate
The optimal structuring of your estate starts with its cartography. With PaxFamilia, you constantly enjoy the latest overview of your assets. In your digital safety deposit box, you keep all asset-related documents that you can also share with persons of trust if you wish. Moreover, PaxFamilia also allows you to perform simulations of your estate or to manage the indexing of your investment property buildings very easily.
Our experts for all your legal and tax questions
Our asset structuring service gives you access to the largest network of in-house and external experts. Our Private Bank has a large pool of legal experts trained in tax or notary issues and credit specialists. Based on your needs, they will call upon external experts to assist you optimally.
As a Private Banking or Wealth Management client, you enjoy exclusive access to the analyses and comments of our experts on the MyExperts website.
The structuring of your private and professional assets
For the structuring of your professional assets, we offer you a global and personalised approach throughout the key moments of your life.
Assets assessment, personalised advice… your Private Banker or Wealth Manager will put you in touch with a Private Banking Estate Planner. As a specialist in wealth structuring, he develops a strategy to structure and optimise your private and professional assets, according to your needs, objectives and projects.
Specific insurance and investment solutions
Privileged insurance solutions
Your Private Banker or Wealth Manager knows your financial situation inside out. In terms of insurance, he/she is ideally positioned to offer the best solutions in collaboration with our experts.
We opt for sustainable investments without it affecting your demand for return.