Wealth management

As a CEO, your professional decisions have an impact on your finances. Retirement, salary, planning, etc., our experts help you understand things more clearly so you can plan your future and preserve your wealth.

Managing your affairs as a director

Directors become absorbed in day-to-day tasks and their quest for business success – and so all too often, they forget to take care of more personal issues.

Are you faced with multiple salary options? Are you finding it difficult to make a decision due to complex regulations?
Are you starting or buying a company and feeling lost when it comes to selecting your status as a director?
Is your spouse participating in your business development full-time, part-time or occasionally?
Are you truly aware of your social protection coverage and have you already calculated how much you will receive from your retirement pension at the end of your career?

Thanks to our wealth management consultancy, we provide guidance and work with you to find a mid- or long-term strategy to help you safeguard your present and future interests in the best possible way.

Defining your goals and assessing your needs

Analysis of different options

Provision of a sound report

Your assets

Do you want to enhance, protect or transfer your assets?
Before making a decision, we offer an in-depth analysis of your assets. We prepare a full assessment and various options that are adapted to your goals so that you can make the right decisions at the right time.

Detailed and tailored assessment of your finances

Preparing your strategy

Implementing acceptable solutions