Wealth management
Wealth management for business
In most cases, the personal and commercial wealth of business owners are closely linked. The decisions you make in this regard can have a profound impact on your organization, your family and yourself. This situation can quickly become complex, and it is therefore essential that you receive sound advice and reliable support. We can make life easier for you and help you make the best possible choices in planning all of your assets and ensuring their growth.
Through proactive, skillfully managed planning, we help you protect the business you have built so that you can focus on its growth and objectives.
Like you, we want to ensure that your future is prosperous and your efforts sustainable. To this end, we take many factors into account in planning and managing your business wealth: the company’s structure; fiscal optimization of your assets; reduction of income tax; liquid assets and the maximization of surplus assets; retirement and succession planning (should the business remain in your family’s hands?); sale or transfer of the company; protection of personal and business assets; risk management; and more.
All of these are key factors that we will help you identify and thoroughly analyze. Our business partners, lawyers, tax experts and investment advisors are ready to help you make well-informed decisions.