Wealth Planning

Naturally you would like to organise your wealth in the best way possible, to optimise it in fiscal terms and plan wisely for now and for future generations.

At the beginning of our relationship with you, we want to make sure that we fully understand your circumstances, your priorities and your short to long-term goals. We will continue to discuss your needs as you reach key moments in your life from marriage to divorce, education planning to inheritance and any changes to your business requirements. Whatever your situation, we are committed to offering you independent financial advice.

Your Wealth Planner is an expert adviser who will analyse all your personal and professional assets, from a legal and fiscal point of view, and suggest a flexible ongoing wealth strategy according to your current and future needs.

Our teams conduct more than 1,000 wealth studies each year, aiding them to find the most appropriate solution for your objectives.

On an ongoing basis, your wealth plan can be adapted to various regulatory, fiscal, legal changes, as well as changes in your own circumstances, so whenever you need to make a change to your plan, your private banker and wealth planner are available to discuss your options with you.

Implementing your wealth strategy requires a wide-ranging fiduciary service. You are completely free to consult your usual advisers: administrative, legal, accounting, and so on.

You can also benefit from specialised resources within Societe Generale Private Banking. This applies particularly in foreign countries, where your private bank will have its own teams or privileged partners (largely in Europe, America and Asia) accustomed to the specific regulations of each country.