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 and patrimonial situation with one of our specialists.
This assessment serves as the cornerstone of your financial strategy, providing a clear and comprehensive overview of your assets and helping you make better-informed decisions.
Tax Analysis
In Belgium, wealth taxation can be complex and burdensome: inheritance, capital gains, withholding taxes, stock exchange transaction taxes, securities account taxes and real estate taxation.
We help you understand the implications of these taxes and optimise your wealth.
Choosing the Right Investment Vehicle
Different investment vehicles, mainly life insurance and securities accounts, can help optimise taxation and the transfer of your wealth.
Depending on your profile and constraints, we help you choose the most suitable solution for your situation.
Long-Term Planning
Your wealth evolves with your needs and objectives. We help you anticipate changes through financial projections.
These simulations consider your income, expenses and future plans to adapt your wealth management strategy to each stage of your life.
