Life Planning
The first consultation is complimentary and without any obligation.
It is based on a Life Planning approach: before addressing financial matters, we take the time to understand what truly matters to you — your life projects, priorities and aspirations.
This personal vision then guides our overall wealth planning approach, which we summarize through a dedicated wealth dashboard.
Privafin supports you in your reflections regarding financial investments, real estate investments and wealth organization, in collaboration with your other advisors when appropriate.
Wealth Assessment
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.
Tax Analysis
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).
Choosing the Right Investment Vehicle
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.
Long-Term Planning
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).
