Centralized wealth management

Faced with a multitude of stakeholders—bankers, insurers, notaries, etc.—the challenge is having a holistic view of the various aspects of one’s wealth management. This is why comprehensive support, provided by a professional with an overview of both the personal and professional situation of the business leader, is not only valuable but often indispensable. The role of the accountant, at the crossroads of various advisory professions and at the intersection of personal and professional matters, is to act as the central pillar in the wealth management of entrepreneurs.

Often very knowledgeable about managing their business, business leaders sometimes overlook the personal side of their affairs. Tax control, children’s studies, death, disability, retirement, bankruptcy, or even failure—there are many situations that require proactive anticipation.

Through the risk mapping they conduct, the professional identifies the situations to prevent and implements various actions, more or less structured (donations, governance changes, etc.), with both short- and long-term goals, to address these risks.

Only regular and sufficiently proactive support can effectively prevent all these situations.

A major advantage of the profession, unlike other service providers: no products, insurance, or commissions arise from the choices made, ensuring freedom and independence.

It is within this space of trust and intimacy, built over the years, that business leaders can benefit from the best advice and the most tailored protection for their private situation, considering their professional activities.