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SFM Conseil helps family businesses optimize and streamline their wealth management strategy
A truly cross-functional approach, wealth diagnosis sheds light on the challenges and risks of a given wealth situation, and identifies the appropriate solutions to optimize and streamline wealth strategy management.
The experts at SFM Conseil pay particular attention to a detailed analysis of the private and business wealth situation, taxation and private aspects. They also analyze the interactions between all the situations to identify the specific needs of each situation and propose customized solutions to meet the various objectives to be achieved.
SFM Conseil has developed a structured, personalized approach based on a complete diagnosis in line with the expectations expressed, creating an asset balance sheet highlighting assets, projects, constraints and objectives, to recommend solutions meeting each identified objective.
Our experienced experts maintain a relationship of trust and confidentiality. They provide our clients with their in-depth knowledge of law, taxation, economics and finance, as well as their experience in a wide range of areas relating to pensions, inheritance, investments and retirement.
