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Local contacts

France: +33 (0)1 53 43 87 00 (9am - 6pm)

Luxembourg: +352 47 93 11 1 (8:30am - 5:30pm)

Monaco: +377 97 97 58 00 (9/12am - 2/5pm)

Switzerland: Geneva +41 22 819 02 02 & Zurich +41 44 218 56 11 (8:30am - 5:30pm)

Claims

Investing the proceeds of a company sale or transfer

Understand your needs

As a company manager, you are likely to reinvest your income into your business. However, you should also save money gradually for personal projects or simply to diversify your investments.

Whatever you decide to do with your business – transfer it to your family or sell it to someone else – it is essential that you do some forward planning. Alongside your advisors (lawyers, solicitors, accountants, etc.), we can help you identify the option best matching your goals and make sure your choice is consistent tax-wise.

Whether your objective is growing your personal wealth or maintaining a standard of living, we can drive you towards the right solution in terms of savings, investment, pension or financing.

Why us ?

Adjust your private wealth every time your business transforms.

Access a wide range of experts through a major banking group.

Step by step

#1

Every time your business transforms, our experts will help you manage personal proceeds, bearing in mind your requirements are unique.

#2

For all business-related issues, we can introduce you to our corporate and investment banking teams who will help you adjust your corporate strategy and shareholder structure if required.

Important information

The content provided on this page is for informational purposes only and is not contractually binding. It is not intended to provide investment advice or any other investment service and does not constitute a personal recommendation, advice, or an offer from Societe Generale Private Banking to purchase, sell or subscribe to investment services and/or financial products.

The information contained on this page shall not be considered legal, tax or accounting advice. The materials contained therein are for illustrative purposes only and designed to provide the reader with information that may be of use in making decisions. Under no circumstances should it be construed as a personalised recommendation. Readers should consider it neither as an investment recommendation, nor legal, accounting, or tax advice. All wealth management strategies under consideration will need to be approved by your usual legal and tax advisers before implementation.

This document is prepared using sources that Societe Generale Private Banking considers to be reliable and accurate at the time of its creation. Any and all information contained in this document may be amended without prior notice. In no event shall any Societe Generale Private Banking entity be held liable for any decision made by an investor on the basis of this information.

The contents of this page may not be reproduced, in whole or in part, without Societe Generale Private Banking's prior written consent. This document may not be disseminated in the US or to a US resident in any form whatsoever.

Before subscribing to any investment service or financial product, potential investors must read all of the information contained in the detailed documentation on the service or product being considered (prospectus, regulations, "Key Investor Information Document", Term Sheet, and contractual terms of the investment service), paying particular attention to that concerning the risks associated with the service or product.