Wealth planning for families and business owners

Wealth planning connects your goals, investments, retirement and succession plans. A process shaped by your needs, time horizons and risk profile.

Goals, resources and timing

A plan connects goals, resources and deadlines. Tax and legal matters are assessed with appointed professionals.

I compare scenarios and alternatives against the client’s needs and profile, making assumptions and risks explicit.

Topics assessed against personal circumstances and the work of appointed professionals.

Investments dedicated to specific life goals (home, children's education, retirement) with defined time horizons.

Review insurance and liquidity needs, with legal assessment of any structures.

Coordinate the financial aspects of succession with notarial, legal and tax professionals.

Business reserves and deadlines; assess directors’ severance arrangements with tax and employment advisers.

Property concentration and liquidity needs within total wealth. Valuations and property transactions require specialists.

Assess unlisted investments where accessible and suitable, considering illiquidity, risks and horizon.

A meeting to define priorities, required documents and service scope.