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>Wealth Planning

Wealth Planning

A comprehensive and well considered wealth plan is the key to taking care of your wealth for the long-term and for current and future generations. Our wealth planning team can help you whether you need a thorough review of your finances, or need specific advice on a particular aspect of your wealth planning needs.

At the beginning of our relationship with you, we want to make sure that we fully understand your circumstances, priorities and both your short and long-term goals. We will continue to discuss your needs as you reach key moments in your life from marriage to education planning to inheritance and succession planning . Whatever your situation, we are committed to offering you fair and objective advice.

Societe Generale Private Banking has established a Centre of Expertise for Wealth Planning and Fiduciary (Trust) Services – Global Wealth Planning Solutions. A single resource centre with a truly international reach, it delivers exceptional levels of in-house expertise in both international and domestic wealth planning. Our wealth planning teams conduct more than 1,000 wealth studies each year, aidingclients to find the most appropriate solution.

Planning is crucial

Your Wealth Planner is a specialist  adviser who will analyse your personal and professional assets, and suggest a flexible ongoing wealth strategy according to your current and future needs.

Your wealth plan can be adapted to take account of any changes in the fiscal or  legal environment , as well as changes in your own circumstances or those of your family.  As changes occur your private banker and wealth planner will always be  available to discuss your options with you.

A fiduciary service you can trust

Implementing your wealth strategy will invariably require a wide-ranging and comprehensive  wealth planning service. Working with your advisers we will assist in the design and implementation of your plan utilising a range of services from trust and fiduciary to life assurance and financial planning.

From the administration of a simple family trust or foundation  to family office work for private clients, private equity and mutual fund administration, we offer comprehensive private client services  together with corporate trust services from a number of locations.

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