Estate Planning Support

Our estate planning service is designed around your specific needs and follows several key steps.

Asset Inventory

The first crucial step involves establishing a comprehensive list of your assets and liabilities.This meticulous process ensures proper preparation of your estate and facilitates well-informed decisions for your family’s financial stability.

Analysis of Succession and Inheritance Taxes

The first crucial step in estate planning involves compiling a comprehensive inventory of your assets and liabilities. This meticulous process ensures proper preparation of your estate and helps facilitate informed decisions regarding your family’s long-term financial stability.

Practical Actions and Optimisation

We support you throughout the various steps and help you make use of all available legal and financial tools, such as: – Wills – Marital agreements – Gifts and donations – Usufruct and bare ownership arrangements – Powers of attorney (or mandates for future protection) – Family inheritance agreements

We coordinate with your trusted advisors, including specialized lawyers, notaries, and fiduciaries, or introduce you to experts from our network.

Our team of specialists works closely with you to develop a robust and fully personalised estate plan. Together, we define a long-term strategy that safeguards your wealth, minimises tax exposure, and ensures peace of mind, providing a smooth and secure transition of your assets to the next generation.