Individuals

Take advantage of our wealth planning expertise to assist you in establishing, monitoring, optimization of your personal tax returns: income tax, wealth, local taxes, etc.

Balance Wealth Engineering

Develop a coherent overall strategy in the interest of the entrepreneur
Decrease overall taxation (company tax, social security, private taxation)
Boosting private assets across the enterprise
Maximizing real estate professional
Securing heritage
Prepare transmission by anticipating problems and minimizing estate taxes
Maximize the immediate after-tax income, future income (retired) and income at risk (in case of illness or disability)

Retirement Appraisal

Reconstruction of career
Collection of statements from the various pension bodies
Calculating your pension rights
Analysis of your optional contracts (Madelin, Article 82, Article 83, Other)
Analysis of other aspects of retirement: reversion, anticipation
Projecting your current benefits
Recommendation for points redemption or missing years
Strategy and accumulated retirement employment

Provident Appraisal

Because risks exist (accidents, death, dependency, disability), our collaborators will analyze your situation and help you find solutions to protect you and your family.

Current coverage analysis in its different aspects: additional medical care, welfare, disability disability death
Definition of protection goals (head of household, spouse, children)
Help to implement appropriate solutions