Wealth Planning Services

Our service offer

• Arranging for assets to be held through a dedicated structure
• Analyzing changes in tax legislation and their implications for our clients’ assets
• Estate planning, donations and succession
• Taking part in the preparation or adjustment of investment budgets

Our team

• A team of market tax and legal specialists using cross-border solutions
• An international expertise, thanks to BNP Paribas Wealth Management’s network of wealth engineers

Our expertis:

• Objective advice in an open architecture context, liaising with our clients’ usual advisers
• An international approach and recognized expertise in addressing cross-border issues
• Partnership over time, since our clients’ personal situations and regulatory environments are subject to change.

The different steps