Exclusive Wealth Planning Program

An intensive, tailor-made program for entrepreneurs who want to structure, optimize, and secure their entire financial future.

Core Features

Duration: 12 months of guidance
Focus: Integration of business and private wealth
Result: A personal, detailed wealth plan
Support: Access to our network of tax specialists

Direct Benefits

Tax structure for holding and personal investments.
Strategy for pension building outside the traditional pillars.
Risk analysis and protection of personal wealth.
Quarterly review of your investment portfolio.

€8,500 €6,990

Available

This is an exclusive program with limited availability per quarter. Includes all analyses, documentation, and personal sessions.

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Personal Investment Portfolio Management

Exclusive coaching for entrepreneurs to build and manage a tailored, robust investment portfolio that aligns with your personal risk profile and financial ambitions.

Strategic Asset Allocation

Develop a diversified investment mix based on your goals and risk tolerance. We guide you in selecting the right balance between stocks, bonds, and alternative investments.

Active Return Management

Learn how to actively monitor and adjust your portfolio's performance. Our coaching focuses on identifying opportunities and timely rebalancing to optimize your returns.

Risk Mitigation & Protection

Implement strategies to protect your capital from market volatility. We cover hedging techniques and the integration of defensive assets for greater stability.

Tax-Efficient Investing

Maximize your net return by smartly utilizing tax arrangements for investors. Coaching on the benefits of specific accounts and tax deferral.

International Diversification

Expand your horizon with guidance on selecting international markets and sectors. Reduce concentration risk and benefit from global growth opportunities.

Continuity & Succession

Ensure a sustainable plan that secures your investment strategy for the future. Coaching on transferring knowledge and structuring your portfolio for succession.