Executives & wealth
Align your business, your management decisions, and your personal wealth.
I will help you structure, secure, and align your professional and personal wealth at every key stage of your life as a business leader.
An executive’s wealth is never entirely “private”: business decisions, compensation, dividends, operational risks, professional taxation, retirement planning, preparing for a sale, life events… Everything is connected.
This module provides a comprehensive, neutral, and structured overview of the challenges you face as an executive and answers strategic questions that neither banks nor specialized advisors address in their entirety.
The goal: to align your business, your personal choices, and your future plans in order to secure your decisions today and your wealth tomorrow.
Analyze your situation as a business leader and its impact on your wealth.
I carry out a comprehensive analysis of the interaction between your business and your private wealth:
- Comprehensive review of professional assets: company, shares, intangible assets, holdings.
- Capital analysis: ownership structure, shareholder agreements, rights, and obligations.
- Compensation review: salary, dividends, bonuses, social security contributions, associated taxation.
- Analysis of operational and legal risks related to the business.
- Study of pension plans: coverage, gaps, contractual provisions.
- Analysis of future challenges: sale, transfer, retirement, divorce, expatriation.
Objective:
To establish a comprehensive, objective, and clear picture of your situation as a manager.
Define the most relevant scenarios and trade-offs for your situation.
Together, we develop structural choices:
- Trade-offs between compensation and dividends: tax, social security, and wealth balance.
- Comparison of sale or transfer scenarios: immediate, gradual, family, external.
- Structuring and optimization of executive retirement planning.
- Capital reorganization: holding company, foundation, shareholder agreement, family company.
- Anticipation of life events (divorce, international mobility, retirement).
- Decisions for after the sale: liquidity, taxation, allocation, asset reorganization.
Objective:
To ensure clear decisions that are aligned with your personal and business goals.
Implement your decisions and coordinate the necessary expertise.
I support you in the execution, ensuring consistency and fluidity:
- Coordination of experts: lawyers, tax specialists, trustees, banks, mergers and acquisitions.
- Implementation of the chosen plans (remuneration, reorganization, pension plans).
- Support in strategic negotiations.
- Structure personal assets after a sale or major event.
- Implementation of rational and sustainable asset governance.
- Regular monitoring to adjust according to changes in your business or personal life.
Objective:
To transform your decisions into a robust, consistent, and sustainable wealth architecture.
Would you like to align your professional and personal assets?
An initial discussion often helps to clarify things: understanding your situation, identifying your challenges, and determining whether I can provide you with useful support.
A simple, confidential, and non-binding setting—just a conversation to move forward.