Adjust your private wealth every time your business transforms.
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 ?
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.