See further and bigger.
You do it every day.
Your vision. Our team
to help you achieve it.
Optimizing taxation with regard to your company and your wealth
You are a visionary, a builder. You work hard for your company to grow.
We know that.
Targeted coaching for you and your company!
Thanks to our expertise in financial product taxation, we can offer you tailored solutions that few entrepreneurs are offered by other financial service firms. However, if you already have a team of tax professionals in place, we would be pleased to work with them. We are well aware that a relationship of trust is essential when it comes to making important decisions and our role is not to replace your experts but rather to work together with them.
- Tax-exempt life insurance
- Segregated funds (increased unseizability)
- Financed insurance strategy
- Financing for shareholder buy-back agreement
- Tax-efficient life insurance and critical illness strategy for the company
- Tax-efficient investment strategy for your company
- Retirement planning
- Estate freezing and business transfer strategy
Estate (succession) component
- Individual pension plan for shareholders
- Planned giving
- Intergenerational wealth transfer
- Estate equity among children