Wealth planners at the heart of Europe

 

The Friendly Wealth Planner is an independent boutique advisory firm offering tailor-made day-to-day and long-term solutions to an international and diverse clientele, including international civil servants & diplomats, digital nomads and startuppers, entrepreneurs, professionals, HNWI. 

Financial advisors for the expat community of Brussels and Geneva

Wealth planners in Switzerland

Experts in the relocation process to Italy 

 

Through our headquarters in Brussels, the de facto capital of Europe and a presence in the economic hubs of Geneva and Milan, our multilingual qualified team is able to advise and operate in the Benelux area, Switzerland, Italy and nearby jurisdictions. 

At The Friendly Wealth Planner the client - either corporate or individual - is always central and we do not limit to a quick business case review, but we have rather chosen to combine holistic approach with in-depth strategy, innovative thinking and flexibility, providing a dedicated service at reasonable rates (detailed info in the section dedicated to our terms & conditions).

In our practice we value the balance between tradition and innovation and the importance of inclusiveness, diversity and sustainability (socially responsible investing).

We are European wealth planners, the friendly way.