Wealth consultation
€200 excl. VAT
- Presentation of your circumstances
- Identification of your priority objectives
- Guidance towards appropriate support
Fees
A clear relationship.
Transparent advice.
Each engagement is defined precisely. Its scope, deliverables and remuneration are presented before any commitment.
Wealth review
Fixed fee according to case assessment
- Analysis of assets, liabilities and cash flows
- Clarification of objectives
- Delivery of a strategic roadmap
Specialist engagement
Fixed fee according to case assessment
- Wealth taxation
- Investment or retirement
- Protection or transmission
Fees. The terms applicable to each engagement are presented in advance and formalised in the documents provided to the client.
Approach
Clarity at every stage.
01 · Discussion
Identify
Your needs and priority objectives.
02 · Framework
Formalise
Engagement, documents, deliverables and remuneration.
03 · Analysis
Design
A study tailored to your circumstances.
04 · Delivery
Decide
Clear and substantiated directions.