With transparent estate and inheritance planning, you can face your future
Our Estate Planning experts will work out an estate and succession plan for you to give you peace of mind. With the help of a clear patrimonial study, we take stock of your situation to optimally structure your assets and pass them on to the next generation in a tax-efficient manner.
The usefulness of optimal planning of your assets is nowadays of absolute relevance.
Because national and international legislation is more complex than ever.
Our experts at your side
Our professional approach and ethics make us one of Belgium's most reputable estate planning teams. We maintain long-term relationships of trust with our clients and, if you wish, we work closely with the lawyer, notary, advisor, or accountant of your choice.
The usefulness of optimal planning of your assets is nowadays of absolute relevance. Because national and international legislation is more complex than ever.
Your wealth organized the way you want it
Optimal estate planning begins with a comprehensive mapping of your assets. Here, we always take your specific situation into account. In this way, we ensure the continuity of your assets, both during and after your lifetime.
Our estate planning services include marriage contracts and wills, transferring assets or businesses to the next generation, organizing control (usufruct), and planning gift and inheritance taxes.
- Analysis of your situation
- Determination of the rights of the various heirs in the event of death
- Development of income preservation options to maintain your standard of living
- Optimization of the transfer of your assets
- Preserving control and management in the event of transfer or incapacity
- Drafting a will, family charter, bank transfer
- Adaptation of marriage contracts
- Coordination of your file with your advisor
Asset planning in 5 steps
1.
2.
5.
Inventory of your assets
We draw up an inventory of your current situation, both family and patrimonial, including the family's composition, the movable and immovable assets in Belgium and abroad, the marriage contract, the will, the deed of gift, etc.
We draw up an inventory of your current situation, both family and patrimonial, including the family's composition, the movable and immovable assets in Belgium and abroad, the marriage contract, the will, the deed of gift, etc.
Current consequences and perspectives
Based on the inventory, our expert conducts a thorough analysis of your assets and estate, and we determine the tax and legal impact of your current situation.
Based on the inventory, our expert conducts a thorough analysis of your assets and estate, and we determine the tax and legal impact of your current situation.
3.
Solutions and opportunities
We examine the possibilities for improvement, considering your wishes and factors such as the age of your children or your professional activity and prepare a written report.
We examine the possibilities for improvement, considering your wishes and factors such as the age of your children or your professional activity and prepare a written report.
4.
Implementation of your plan
Follow-up with your lawyer, accountant, advisor, and notary: validation of draft deeds, "bank gifts".
Follow-up with your lawyer, accountant, advisor, and notary: validation of draft deeds, "bank gifts".
Continuous re-evaluation
Permanent monitoring of your assets and planning according to the evolution of your situation and your specific needs.
Permanent monitoring of your assets and planning according to the evolution of your situation and your specific needs.
Working together, we will turn your philanthropic ambitions into reality
- Do you want to set up a philanthropic project?
If so, we can help you structure this project and make it even more professional. - Are you planning to create your foundation?
We can help you choose a field of action, conduct a market study, develop an action plan, establish a legal structure and measure the impact. - Do you want to donate to a charity?
Then we can guide you.
Your assets are in good hands
with our private bankers and estate planners.
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