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:

1. Draw up a personal and wealth assessment of the client in order to better understand their requests and target an effective and appropriate offer
2. Make a diagnosis
3. Set up a heritage strategy based on the client's needs, heritage and profile

 

WE ANSWER YOUR QUESTIONS RELATING TO HERITAGE

• Wills

• Reserved heir / Anglo-Saxon law (common law)

• Protection of a family member or loved one

• Integration of next generation into our heritage expertise

Tax matters are dealt with by external experts.

 

WEALTH STRUCTURING TOOLS

• Heritage protection and transmission

• Life insurance: CMB acts as a broker, providing proactive legal and financial assistance

• Dedicated fund: a tailor-made investment offering for HWNI clients

• Philanthropy: we support your philanthropic ambitions