While optimal asset management is a key part of managing your wealth, it is only one part of a bigger picture. You may also need to manage finances, minimize taxes or structure your estate in a tax-efficient manner.
The purpose of our global approach is to help you achieve your personal and financial goals. With this approach, you will be sure to make sound financial decisions, to have the freedom to live life as you envision it, and to have a clear roadmap of your financial future.
A financial plan to clarify your current situation and financial objectives.
This analysis focuses on the seven following aspects:
o Cash management
o Liability management
o Tax planning
o Investment planning
o Retirement planning
o Risk management
o Estate planning
A will and estate consultation to help you optimize your inheritance. This consultation encompasses the following:
o An update of your testament
o A trust structure suitability assessment
o The designation of your executor
o Power of attorney drafting
