Assistance from our wealth engineers, and legal and tax departments, alongside your own advisors.
Organize my succession planning
Understand your needs
Preserving your family’s assets is a key issue that requires thought and forethought. Whether you want to make a donation whilst still alive or prepare your succession, Societe Generale Private Banking can help you organise the transfer of your assets to the next generation.
Our experts help you identify the solutions best matching your requirements and assist you, alongside your advisors, with the implementation of your project:
- Donation to your children and/or grandchildren
- Protection of your spouse by changing matrimonial regimes
- Restructuring of your financial assets
Why us ?
Smart planning of wealth transfer for a smoother handover.
360° analysis of your personal and business assets thanks to our wide range of experts and strong collaboration between our business lines (specialised financial services, retail banking, SG Entrepreneurs, etc.).
Step by step
#1
Your private banker organises a meeting with our wealth engineers, who study your personal, family and wealth situation and help you – alongside your legal and fiscal advisors (lawyer, solicitor, accountant) – to organise your inheritance.
#2
Depending on your country of residence, our estate planning and wealth structuring departments (*) can also handle the administrative management and bookkeeping of your asset structures.
(*) Not all Societe Generale Private Banking entities provide these services. Please contact your private banker for confirmation.
Did you know ?
- Over 30 billion dollars will be passed on from one generation to the next in the coming 20 years.
- 50% of total net wealth will be inherited over the next 20 to 30 years.