At the heart of Europe

 

Tailor-made wealth, tax, financial and legal assistance to an international and diverse clientele, including expatriates, entrepreneurs, digital nomads, startuppers, professionals and HNWI. 

Trusted advisors for the expat community of Brussels and Geneva, we are specialised in international civil servants, UN, EU, NATO officials and diplomatic staff.

 

 

Through a solid presence in Brussels, the de facto capital of Europe, in Geneva - the diplomatic hub of Switzerland and in Milan - Italy´s economic power - our multilingual qualified team is able to advise and operate in the Benelux area, Switzerland, Italy and nearby jurisdictions. 

Strong of our local team and expertise, we can also guide our clients in the relocation and retirement process (residence, tax planning, real estate) to Italy and Switzerland. 

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.