Wealth Planning & Structuring

SITUATION ANALYSIS

Before considering solutions, we proceed with an assessment of your situation, because understanding your professional, personal and/or family environment is the starting point for effective wealth structuring.

Your situation analysis is carried out according to selected criteria based on individual circumstances (in particular: place of residence,  family situation, tax issues, vision for the future, categories of assets, special needs and potential pensions).

ESTATE PROJECT

Upon completion of the analysis, we develop an estate project that follows a clearly defined plan of your entrepreneurial, financial, real estate or artistic assets, taking into consideration your intentions.

The proposed solutions aim to achieve your goals in terms of yields and can be categorized as follows:

• Use of investment vehicles (companies, trusts, foundations, life-insurance)
• Key element for sustainable tax efficiency
• Protection of privacy and in case of incapacity
• Contracts between shareholders
• Change in residence, domicile, citizenship

This is the implementation of the estate project, a crucial step during which we work with you to prepare your future by optimizing the performance and security of your assets.

For a sound, secure and optimized future in which PC & M frees you from administrative tasks.

FINANCIAL PLANNING

• Suitable management of assets (companies, real estate, art, pensions)
• Preparation of a financial plan

SUSTAINABLE TAX EFFICIENCY

• Confronting the constant evolution of complex tax regimes for multinational families, entrepreneurs and executives
• Complementarity with cross-border legislation and international tax conventions in force
• Transfer of domicile or registered office to another jurisdiction
• Negotiations for prospective lump-sum taxation