Project Description

Drafting a personal financial plan

A personal financial plan is not a static fact, but something that guides the entrepreneur through a number of existential financial issues in a continuous way: What is the effect of a number of turning points in life (pension, illness and disability, death of the partner) on the assets and the current standard of living? Will the accumulated assets be enough to maintain a certain standard of living at a certain moment in life?

Together we look for opportunities and solutions for personal and family matters (will, marriage contract, gift, partnership, foundation, etc.).

FOR WHOM?
  • Business managers
  • Small SMEs (<50 persons)
  • Medium-sized SMEs (<250 employees)
  • Law firms
BUSINESS UNIT
Investment Accountancy

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