Wealth management
Wealth assessment
Assess your financial and tax situation
A wealth assessment gives you a better understanding of your asset situation to make informed decisions to achieve your goals. We will review your overall financial and non-financial assets based on a simple meeting. We'll discuss all the issues you must consider to fulfil your plans and suggest ways to improve your situation.
Together, we draw up a plan of action with precise recommendations.
Wealth assessment explained in 1 minute
3 levers to optimise your assets
To bring your assets into harmony with your projects, we use 3 main optimisation levers.
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Pension
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Loans
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Taxes
A personalised wealth assessment to optimise your tax situation
By assessing your assets, you'll get a clear, straightforward overview of your financial situation.
Your budget
Whether you are in a position to save or in a position to spend, your budget is the starting point for establishing your project feasibility.
The structure of your investments
We don't limit ourselves to managing financial assets alone but also consider the complete inventory of your wealth because our expertise covers all your assets.
The state of your pension provision
Analyse your occupational and private pension to optimise it, protect your family and ensure a worry-free retirement.
Ways to optimise your tax situation
Controlling your tax situation will help you achieve your goals.
Your personal and real estate assets
Determine the right level of debt for the medium and long term, and manage your assets to fulfil your plans.
Des pistes d'optimisation fiscale
Maîtriser votre fiscalité vous permettra d’aller au bout de vos projets.Contact us
Thanks to our unique blend of business expertise, our financial advisers can help you achieve all your life goals.
Webinars & events
Webinars & events
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Webinar
Strategy & market update, 4th quarter 2024
Webinar replayStrategy & market update, 3rd quarter 2024
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Webinar replay
Finance your cash requirements intelligently
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Webinar replay
Investment: Our convictions for the 2nd quarter of 2024
Academy
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Wealth solutions
Build, grow, and preserve your wealth.
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Pension planning
All you need to know about pension planning for people and for businesses.
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Financing
Financing options for your real estate project.
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Investment
Resources to learn the fundamentals of investment or to specialize.