Wealth engineering

Optimise, secure and transfer your assets

Wealth engineering is a comprehensive approach that aims to analyse, structure and optimise all of your assets (property, financial investments, business, etc.) in order to meet your personal, family and professional objectives.

At BALLMONT, we help you build a tailor-made wealth strategy, taking into account your situation, your needs and changes in tax and legal regulations.

Our missions

🔎 In-depth analysis of your situation

• Comprehensive asset review

• Analysis of your income, assets and liabilities

• Identification of your priorities (protection, profitability, transfer, taxation)

⚖️ Tax and legal optimisation

• Choice of the best investment structures (SCI, family limited company, holding company, etc.)

• Implementation of solutions to reduce tax pressure

• Protection of spouse and heirs

🏡 Strategy for promotion and transmission

• Planning for the transfer of your assets

• Optimised gifts and inheritance

• Savings and insurance solutions tailored to your profile

📈 Support for your life plans

• Financing and acquisition of real estate

• Developing your financial assets

• Preparing for retirement and securing future income

Why choose BALLMONT?

✅ Multidisciplinary expertise: property, finance, taxation and property law

✅ Independence: our advice is guided by your interests, not by imposed products

✅ Personalised approach: each strategy is tailor-made according to your objectives and your life horizonContactez-nous

Would you like to take stock of your situation and develop a clear and effective wealth management strategy?

📩 Make an appointment today with our advisers for a free, personalised wealth assessment.