Wealth planning
Your assets evolve as your business grows, but also as your personal goals change. When planning the protection, development or transfer of your wealth, you want decisions that create long term stability. Knowing which structures provide flexibility and which risks to avoid is essential.
With clarity on tax implications, legal frameworks and transfer options, you can structure your assets with purpose. This ensures a secure future for yourself, your family and your business.
Recognizable situations
Situations you recognize, answers that help you move forward.
Wealth planning focuses on protecting your private assets, optimising income and preparing an efficient transfer to the next generation. Possible tools include company structures, partnerships, usufruct arrangements or gifts.
Finding the right balance between control, flexibility and tax efficiency requires a tailored approach. Legal guidance ensures your structure is correct, goal-aligned and free from unintended consequences.
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Without planning, statutory inheritance rules determine how your assets are divided, which may not reflect your wishes. Succession planning allows you to reduce inheritance tax, preserve family harmony and ensure a smooth transfer of your business.
Tools such as gifts, wills and family charters create clarity and help prevent conflicts. Every step must be legally sound and aligned with your family’s circumstances.
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A gift transfers assets during your lifetime, often with conditions such as usufruct or control arrangements. This allows phased transfer and may offer tax benefits.
Inheritance planning determines what happens after your death. Both methods complement each other and can be combined for optimal control and efficiency.
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Other moments within Wealth & real estate
These topics will help you think, plan and grow further
Other moments within Wealth & real estate
These topics will help you think, plan and grow further
Are you facing a key legal moment?
We assess your situation together and guide you through the decisions that safeguard the future of your business.