Your financial assessment

So we have developed an approach that is bespoke in nature (tailor-made for you), global in reach (enabling us to meet complex needs), and falls into three stages:

• Understanding your financial situation and goals
• Constructing a unique Wealth Management strategy
• Implementing and developing that strategy

All delivered in total confidence with two goals in mind; meeting your long-term objectives and securing valuable benefits for you and your family.

At a series of meetings, we look in detail at all your assets, find out what you hope to achieve in the short, medium and long-term, explore your perspective on risk versus performance, and analyse in the round your legal, Fiscal and financial situation.

Armed with this knowledge, we draw up a financial diagnosis and begin the task of engineering an effective, tailor-made Wealth Management strategy.

However complex your financial situation, you’ll find the strategy we devise follows your instructions to the letter and meets your every need. It will also present you with a range of options, and all the facts you need to make informed decisions.

Once a plan of action is agreed, every phase of its implementation is closely monitored. And regular asset progress reports keep you up-to-date with revenue flow after tax, so you always remain in control.

Your bespoke Wealth Management strategy might incorporate any of the following projects:

Family

• arranging an appropriate matrimonial regime

• preparing to transfer assets to your children

• financing a move to a new home

• securing your family’s future

Business

• disposing of your business

• handing over your business

• transferring power and matters of governance

• planning transactions

• controlling cash-flow

• acquiring shareholdings

Financial

• selecting investment solutions

• arranging a regular income for yourself and your family

Property

• optimizing private or commercial real Estate holdings

• arranging the appropriate financing

As the years pass, your needs and objectives are sure to change. Ours is a long-term commitment, so whenever you wish it, your Societe Generale Private Banker will step in to help you reshape, rebalance or redirect your bespoke Wealth Management strategy.