Wealth Assessment
and Asset Structuring
Improve the structuring of your wealth with experts, as a complex and ever-changing environment requires professional guidance.
The first meeting is completely non-binding. It allows us to understand your needs and expectations.
From there, we work on a comprehensive vision of your wealth. Privafin can advise you on financial and real estate investments, asset structuring, or specific one-off topics.
Carry out a full analysis of your financial situation with one of our specialists.
This assessment serves as the cornerstone of your financial strategy, providing a clear overview of your assets and helping you make better-informed decisions.
In Belgium, taxation can be complex and burdensome, not only for inheritance matters, but also for financial assets (TOB, TBE, withholding taxes, securities account taxes) and real estate (registration duties, property taxes).
Several investment vehicles can help optimise both your taxation and estate planning.
The two main ones are:
- Life insurance
- Investment account
Depending on your profile and estate planning constraints, we help you choose the most suitable investment vehicles and, where appropriate, structure the distribution of your assets across them.
In Belgium, taxation can be heavy and complex, not only when it comes to inheritance, but also for financial assets (TOB, TBE, withholding taxes, securities account taxes) and real estate (registration duties, property taxes).
Choosing the right investment structures and an intelligent asset allocation can make a significant difference.
Privafin provides expert advice and also collaborates independently with trusted partners such as tax lawyers and notaries to ensure optimal solutions for every situation.
Plan your estate with peace of mind and find the right balance between your financial security and the efficient transfer of your assets.