Wealth
Assessment
Free and without commitment
Wealth assessment vs investment advice: what's the difference?
A wealth assessment diagnoses and prioritizes: it takes stock of your entire financial, tax and family situation to identify what needs to be done and in what order. Investment advice intervenes after: once the diagnosis is established, it consists of recommending specific products or strategies to implement the action plan. At Investisseur Privé, we start with the assessment to ensure every recommendation is tailored to your reality.
Advantages of wealth assessment
Wealth assessment is key to organizing and optimizing your wealth.
Get a 360° overview, free with Investisseur Privé.
Clearly separate professional and personal matters.
Be able to optimize, plan ahead and project into the future.
Implement clear and efficient management.
Document every investment and transaction.
Limit unpleasant surprises: fees, taxation, risk, etc.
Gain peace of mind.
Ease family relationships by defining everyone's role.
Strict confidentiality with Investisseur Privé.
Constraints of wealth assessment
Wealth assessment must be complete, documented and understood to be effective.
Demanding process that may seem intrusive or tedious.
Need to provide documents and information.
Mutual trust with your advisor.
Complexity in some cases, but manageable with the Investisseur Privé family office.
Valid at a point in time as laws, taxation and your situation constantly evolve.
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right investments
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Speak with an advisor
Get a free wealth assessment
A wealth assessment is more than a financial meeting. It's an opportunity to:
- Step back from your situation.
- Measure the coherence of your investments.
- Define a strategy adapted to your life projects.
- A wealth assessment commits you to nothing. It's the chance to know yourself better and plan ahead!
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Wealth assessment
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We select the best investments, wrappers and schemes to meet the recommendations of your wealth assessment.
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Understanding wealth assessment
Educational content to learn about wealth assessment: articles, white papers, newsletters, videos and webinars.
Frequently asked questions about wealth assessment
Want to take stock of your wealth? Here are the answers to your questions.
A wealth assessment is a comprehensive analysis of your financial, tax, professional and family situation. It is a tailor-made audit that allows you to see clearly and identify the best strategies to implement.
To gain a global vision of your situation, identify strengths and weaknesses, and optimize your wealth. It allows you to make informed decisions rather than acting in isolation on each topic.
Anytime! Whether you are experiencing a life change (inheritance, marriage, retirement, property sale) or simply want to review your situation regularly. At Investisseur Privé, the first assessment is free.
A certified wealth management advisor (CGP) with recognized qualifications. Investisseur Privé is an independent firm, which means our advice is objective and not influenced by product sales quotas.
Everyone, regardless of the size of your patrimony. Whether you are starting to build wealth or managing a substantial portfolio, a wealth assessment helps you structure your approach and make better decisions.
Generally, a wealth assessment is a paid service. However, at Investisseur Privé, we offer a free first assessment to help you understand your situation and identify the key areas for improvement.
At Investisseur Privé, we keep it minimal. We will guide you through what is needed as we go. No need to gather mountains of paperwork before the first meeting.
A complete wealth assessment includes a summary of your situation, a detailed diagnosis, financial simulations and a concrete action plan with prioritized recommendations.
No, there is no commitment whatsoever. It is a neutral and objective audit of your situation. You are free to implement the recommendations or not, at your own pace.
After the assessment, we move to implementation: structuring your assets, defining the right allocation, executing the recommended strategies and ongoing monitoring to adjust as your situation evolves.