The Wealth Planning process combines a rigorous approach with a long-term vision.
The Wealth Planning process combines a rigorous approach with a long-term vision.
Plan your family's future
We help you with the transmission of family wealth to future generations thanks to careful planning. This entails protection, which may take the form of insurance policies and personal protection cover which would give you an income or an annuity. We also offer long-term solutions to protect your private assets – Real Estate, financial portfolios, etc.
Securing your company’s future
If you are planning to sell or transfer your company, advance preparation is vital to ensure that your company reaches its maximum value or that all conditions are in place to optimise the succession.
BNP Paribas Wealth Management can help you to define the right solutions for your sale and acquisition projects. We can also support you in structuring your investor relations (shareholder agreement, LMBO, FBO), and asset-holding solutions, and in the restructuring and consolidating of your commercial assets. We invite you to benefit from the expertise of dedicated Entrepreneur advisors to study your current level of protection. They can help you identify additional requirements by assessing the level of cover best suited to your financial situation.
Learn more about long-term wealth planning solutions
Donation and gifts
International tax treaties