MANAGE YOUR ASSETS

Your estate planning service

IN PRACTICE

Estate planning to help you anticipate the future

We map out your assets, analyse your prenuptial agreement and advise on gifts and wills, to ensure you can pass on your assets optimally to future generations.

YOUR BENEFITS

Our experts, your assets

Your family and professional assets are protected with our estate planning service. We offer a comprehensive, personalised approach that helps you deal with key moments in your life.

MORE INFORMATION

Find out more about estate planning

Contact us online or make an appointment at your nearest Private Banking Centre. Are you a Private Banking client? Contact your private banker or wealth manager.

Keep control of your assets

Our estate planners offer personalised solutions for:

  • updating your prenuptial agreement and planning your inheritance
  • finding the best group insurance solutions
  • diversifying your assets, for example in real estate
  • optimising your assets by taking a holistic view if you are a Wealth Management client

Optimised inheritance

Depending on your situation and specific wishes, we develop the best solution for your inheritance:

  • gifts, with or without life interests
  • dual bequests to make tax-efficient gifts to third parties and good causes
  • life insurance as an estate planning tool 
  • financial education for the children of our Wealth Management clients to help them make informed decisions when the time comes.

Passing on your business

Do you want to hand over the reins?

  • We advise on potential adjustments to your will and gifts.
  • If necessary, we devise financing solutions until the sale is completed.
  • Our Wealth Management clients benefit from a personalised approach to transferring their business.

Discover our services for entrepreneurs.

TAKE CARE OF YOUR FAMILY

Discover our solutions

  • Power of attorney

    Who will take care of your assets if, one day, you’re no longer able to? With a power of attorney, everything will happen as you intended.

    Learn more about the protection mandate

  • Family asset administration

    Have you been appointed as the administrator of a person who no longer has capacity? You can count on us to make your task easier, providing the access and tools necessary for the proper management of the protected person's assets.

    Learn more about legal guardianship

     

Want to know more about estate planning?
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