Exclusive Wealth Planning Program

An intensive, tailor-made program for entrepreneurs who want to elevate their personal wealth structure to a higher level. Focus on capital preservation and tax-efficient growth.

Core Features

In-depth analysis of your current wealth position
Creation of a personal wealth plan for 5+ years
Strategy for tax optimization of investments
Access to exclusive market insights and network
12 months of personal coaching and evaluation

Price € 8,950 (excl. VAT)

Immediately available

Limited spots per quarter

What You Receive

Comprehensive Dossier

Including models and scenarios.

Private Sessions

10 personal consultations.

Reserve This Program Request a Consultation

After your reservation, we will contact you within 24 hours to schedule the first appointment.

Wealth Planning for Entrepreneurs

A strategic program for building, protecting, and transferring your personal wealth.

About this program

This exclusive coaching program is specifically designed for entrepreneurs who want to structure their personal financial future, separate from their business activities. We focus on creating a robust, personal wealth plan that is resilient to economic fluctuations and personal life changes.

The core lies in mapping all assets, identifying protection needs, and establishing a clear roadmap for capital growth and eventual transfer.

Complete Wealth Inventory

Detailed analysis of all personal assets, investments, debts, and future obligations, including pension rights.

Risk Management & Protection

Development of strategies to protect your wealth from unforeseen events, market risks, and liability issues.

Private Capital Building Strategy

Advice on efficient ways to build private capital from your business, with attention to fiscal and legal frameworks.

Succession & Transfer Planning

Drafting a concrete plan for transferring your wealth to the next generations or other beneficiaries, according to your wishes.

Important conditions & definitions

• Wealth: In this context, this refers to all personal, liquid and illiquid assets that are not directly required for business operations.
• Coaching program: Tailored guidance, consisting of analyses, advisory conversations, and plan development. It is not the management of financial products or the execution of transactions.
• Fiscal optimization: The advice is focused on identifying opportunities within current legislation. The ultimate fiscal treatment remains the responsibility of your tax advisor.
• Independent advice: Our recommendations are free from obligations to specific financial institutions or product providers.