Who is a wealth planner?
The Friendly Wealth Planner is an independent advisory firm providing a diverse clientele with wealth & estate planning, fiduciary, tax advisory, generational planning and investment services.
With a presence in Belgium, Switzerland and Italy, our team is able to promptly assist you in English, French and Italian: in person or remotely.
A wealth planner is much more than a trusted financial advisor offering investment advice: wealth planners focus on a suite of services that affect the personal and professional life of different types of clients and may include investment choices, fiduciary services, tax & retirement planning, real estate purchase or the assets of the next generation.
We pay specific attention to the mobility of assets and the personal relocation of the client, their integration in the business or social community through the set-up of legal entities and business development support, the expatriation and repatriation process.
As modern wealth planners with a friendly approach in line with ESG goals, diversity and sustainability go to the heart of our professional ethics and modus operandi.
Our services
Private clients and HNWI
- Tax optimisation
- Trusts & foundations
- Family offices
- Philanthropy
- Generational planning
- Desk Italy/Switzerland
Investors & entrepreneurs
- Investment real-estate
- Traditional investments
- Digital assets & alternative investments
- Collectibles & pleasure assets
- Art advisory
- Business establishment and family business
Expats and int. civil servants
- Retirement planning
- Tax planning
- Cross-border taxes
- Global mobility and relocation
- Inheritance and succession
- Digital nomads and content creators
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