Wealth structuring
We support you in establishing an overall diagnosis of your assets and income.
We help you establish an action plan that takes into account your objectives, your projects and your investment horizon, choosing the optimal solutions that can best serve your interests.
We assist you with updates to this action plan as changes occur in your life (new projects, change of residence, family changes, etc.).
We support you in structuring and valuing your wealth by assisting you in terms of :
- financial planning
- calculation of current and future revenue streams
- asset allocation
- optimization of the risk/return ratio
- tax optimization
We also assist you in thinking about how to pass on your heritage. Solutions to minimize the cost of inheritance as much as possible are studied taking into account your family environment, your wishes and the characteristics and location of your assets.
