Structuring my wealth
Preserving your family’s assets is a key issue that requires thought and forethought. Whether you want to make a donation whilst still alive or prepare your succession, Societe Generale Private Banking can help you organise the transfer of your assets to the next generation.
Our experts help you identify the solutions best matching your requirements and assist you, alongside your advisors, with the implementation of your project:
- Donation to your children and/or grandchildren,
- Protection of your spouse by changing matrimonial regimes,
- Restructuring of financial assests
We can work with you, alongside your usual advisors (lawyers, notaries, accountants, etc.), to find the solutions best suited to your needs and enable you to anticipate the future with complete peace of mind.
Assistance from our wealth engineers alongside your own advisors
Smart planning of wealth transfer for a smoother handover