Our process
We apply the following exhaustive and rigorous process:
- Define the expectations and the overall financial objectives of individuals and their families
- Develop a comprehensive balance sheet of family wealth
- Prepare a wealth diagnostic in connection with the objectives, underlining the related risks
- Adopt a global strategy and an action plan – at this stage, inheritance, financial and fiscal planning are taken into account
- Coordinate the professionals required to ensure that the action plan is implemented, which can be done by our team or by professionals designated by the family
- Develop a personalized dashboard tracking the status of family wealth, based on desired frequency
This approach provides a global perspective of family wealth and allows to:
- Pinpoint the right diagnostic
- Adapt the strategies based on family objectives
- Reduce any related risks
- Optimize the plan transmitted to the following generations
- Maximize returns and reduce expenses
