Financial planning allows you to predict how your wealth will change in the years to come, so you can make the best decisions now.
Financial planning allows you to plan ahead for important changes in your life. Our experts can assist you in defining a financial plan that helps you achieve your goals; for example,
- generating an income that corresponds to your lifestyle as well as to your family, professional, and retirement needs
- helping you transfer your wealth to future generations as efficiently as possible
- financing your ambitions, whether these refer to personal or social projects
A holistic process that covers all aspects of your wealth
We identify the various components of your wealth, including both professional and private projects. This enables us to create a bespoke financial plan that allows you to track the performance of your wealth over time. Our wealth planners work together with your private banker to construct a portfolio and define an asset allocation that is in line with your goals for the short, medium and long term. Over time, we analyse the impact of any changes to your personal circumstances and adapt your financial plan accordingly.
Our services include:
- Wealth analysis
- Portfolio construction
- Consolidated wealth reporting