WEALTH STRUCTURING
The Wealth Structuring unit is a center of excellence and expertise that supports the commercial network.
With the mission of providing customers with a tailor-made service and an evolving wealth strategy at each key moment in life.
The three stages of wealth structuring:
- Draw up a personal and wealth assessment of the client in order to better understand their requests and target an effective and appropriate offer
- Make a diagnosis
- Set up a heritage strategy based on the client's needs, heritage and profile
WE ANSWER YOUR QUESTIONS RELATING TO HERITAGE
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Wills
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Reserved heir / Anglo-Saxon law (common law)
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Protection of a family member or loved one
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Integration of next generation into our heritage expertise
Tax matters are dealt with by external experts.
WEALTH STRUCTURING TOOLS
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Heritage protection and transmission
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Life insurance: CMB acts as a broker, providing proactive legal and financial assistance
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Dedicated fund: a tailor-made investment offering for HWNI clients
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Philanthropy: we support your philanthropic ambitions
