RETIREMENT PLANNING

Wealth management goes beyond the simple question of investments. It encompasses your entire financial situation. Our mission is to assist you in understanding your current situation, clearly identify your aspirations and goals, and develop a personalized wealth plan.. This plan will be regularly reassessed and adjusted over time to accompany the changes in your financial journey.

You have invested numerous hours in building your wealth. Have you dedicated as much time to plan for what comes next?

With a proven method, our estate planning specialists will guide you so that you fully understand the various options available to transfer your wealth judiciously while ensuring the protection of your loved ones.

In collaboration with our experts and your trusted professionals, we propose reviewing your wills and creating an estate plan that will ensure the respect of your wishes while optimizing the management of your family wealth.

Estate planning aims to guide you through these questions.

What happens upon my death?
Will my wishes be respected?
How can I reduce my tax bill at death?
Should we create testamentary trusts for the children or my spouse?
What are my options to effectively protect my loved ones and maximize the value of my estate?

Pass on your heritage.

Retirement planning is an essential pillar of wealth management, incorporating a comprehensive and objective analysis of your financial situation. It takes the form of an action plan with recommendations, aimed at guiding you towards achieving financial independence and enriching your assets.

This approach will answer a multitude of crucial questions relating to your family's financial health, including:

Can I retire when I want?
How can I optimize my retirement income to maintain the lifestyle I aspire to?
How can I guarantee the sustainability of my retirement savings?
What would be the impact of a market decline on my financial objectif ?
Is my family safe in the event of a sudden death?
How can I reduce my family's tax burden?
Can I make donations during my lifetime?

Whether you are in the accumulation, preservation, disbursement or transfer phase, planning emerges as an essential tool, allowing the design of tailor-made solutions adapted specifically to your situation.