Your challenges
As an entrepreneur or business leader, do you run your own company and need to anticipate various events that may arise throughout your professional life? In the medium term, would you like to structure your business in the best possible way? In the longer term, are you looking to secure the transfer of your company while protecting your personal interests and those of your family?
As an individual, do you need guidance on managing your personal wealth and your movable and immovable assets? Would you like to work with a wealth management consultant (CGP) to determine the best strategies for preserving your private assets?
Our approach and strengths
Wealth management advice is, first and foremost, a matter for specialists who understand each individual's unique situation and the private and/or professional issues at stake. At RSM, our wealth and tax advisory experts have one goal: to provide you with the peace of mind you need to face any situation with innovative, tailor-made solutions—far from generic advice and passing trends.
Drawing on their multidisciplinary expertise and working closely with lawyers, notaries, legal experts, and tax specialists, our teams of consultants:
- conduct a comprehensive analysis of your situation;
- work with you to establish a wealth and tax strategy tailored to your specific needs;
- help you manage your obligations;
- keep you informed of regulatory changes;
- and ensure the coherence and relevance of your strategic decisions.
As a member of the RSM International network, we can also provide you with international support. Learn more