The Wealth Structuring unit is a center of excellence and expertise that supports the commercial network.
With the mission of providing customers with a tailor-made service and an evolving wealth strategy at each key moment in life.
The three stages of wealth structuring:
- Draw up a personal and wealth assessment of the client in order to better understand their requests and target an effective and appropriate offer
- Make a diagnosis
- Set up a heritage strategy based on the client's needs, heritage and profile
WE ANSWER YOUR QUESTIONS RELATING TO HERITAGE
Reserved heir / Anglo-Saxon law (common law)
Protection of a family member or loved one
Integration of next generation into our heritage expertise
Tax matters are dealt with by external experts.
WEALTH STRUCTURING TOOLS
Heritage protection and transmission
Life insurance: CMB acts as a broker, providing proactive legal and financial assistance
Dedicated fund: a tailor-made investment offering for HWNI clients
Philanthropy: we support your philanthropic ambitions