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Your life projects

Take control of your taxes

Taxes play a central role in many aspects of your life plans. By managing your tax situation effectively, you can optimise your resources, minimise the tax base and ensure better protection for your assets.
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header fiscalite
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A holistic approach

3 levers to optimise your assets

To bring your assets into harmony with your plans, we use 3 main optimisation levers.

  • Prévoyance

    Pension

    Fill pension gaps to save tax.

  • Loans

    Loans

    Calculate the optimum level of debt to reduce the tax impact.

  • Fiscalité

    Taxes

    Define your marginal tax rate to plan your strategy.

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A personalised wealth assessment will help you optimise your tax situation.

  • 01.

    01.

    Determine how your taxes impact on your budget.

  • 02.

    02.

    Analyse the structure of your savings and investments.

  • 03.

    03.

    Identify all the levers you can use to control your tax bills.

  • 04.

    04.

    Obtain personalised recommendations to reduce the impact of your taxes.

Wealth assessment

Wealth assessment

A wealth assessment gives you a better understanding of your asset situation to make informed decisions to achieve your goals.

Well-managed assets mean more opportunities for you to make the most of them.

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Real estate

  • What level of net return (after tax) can I really expect from an investment property?
  • What is the right level of debt over the long term?
  • How can I pass on my property efficiently?
  • What is the impact on my tax situation if I buy or sell?
  • Is now the right time to pay off my mortgage?
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Pension

  • Is it in my interest to buy into my pension fund?
  • What are the tax benefits of a Bel-étage master plan, and how can I take advantage of them?
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Family

  • What level of net return (after tax) can I really expect from an investment property?
  • What is the right level of debt over the long term?
  • How can I pass on my property efficiently?
  • What impacts my tax situation if I buy or sell?
  • Is this the right time to pay off my debt?
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Estate

  • What are the benefits of making gifts throughout my life?
  • What impact does the location of my residence and that of my heirs have on my estate?
  • How can I minimise the tax impact of my inheritance?
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What's your life plan?

Whether it's for a business project or the "project of a lifetime," our advisers and experts are here to bring your idea to reality without the headaches and with complete peace of mind.

  • Choose my life project...
  • Taxes
  • Legacy
  • Property project
  • Marriage and cohabitation
  • Divorce
  • My career and my pension
  • Retirement
  • Estate
  • Family
    • Wealth analysis

    • Taxes

    • Financial planning

    • Financing

    • Marriage counseling

    • Pension analysis

    • Estate planning

    • Tax advisory

    • Wealth analysis

    • Financial planning

    • Wealth analysis

    • Financial planning

    • Financing

    • Wealth analysis

    • Marriage counseling

    • Wealth analysis

    • Financial planning

    • Financial planning

    • Wealth analysis

    • Marriage counseling

    • Tax advisory

    • Wealth analysis

    • Financial planning

    • Pension analysis

    • Financial planning

    • Wealth analysis

    • Pension analysis

    • Estate planning

    • Wealth analysis

    • Financial planning

    • Wealth analysis

    • Financial planning

    • Estate planning

    • Pension analysis

    • Marriage counselling

Contact us

A unique blend

Thanks to our unique blend of business expertise, our financial advisers can help you achieve all your life goals.

Investment

Investment

From investment advice to delegated portfolio management, we are dedicated to safeguarding your capital and securing its growth by identifying investment solutions that align seamlessly with your values, goals, and the assurance of peace of mind.

Wealth & pension advice

Wealth & pension advice

Bring vitality and success to your life projects by comprehensively analyzing your assets and optimizing their structure.

Financing

Financing

We offer various financing solutions for all your real estate projects, such as mortgages and Lombard loans.

Academy

  • wealth_solutions Wealth solutions

    Build, grow, and preserve your wealth.

  • Pension_planning Pension planning

    All you need to know about pension planning for people and for businesses.

  • Financing Financing

    Financing options for your real estate project.

  • Investment Investment

    Resources to learn the fundamentals of investment or to specialize.

  • wealth_solutions Wealth solutions

    Build, grow, and preserve your wealth.

  • Pension_planning Pension planning

    All you need to know about pension planning for people and for businesses.

  • Financing Financing

    Financing options for your real estate project.

  • Investment Investment

    Resources to learn the fundamentals of investment or to specialize.

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