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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

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 ?

Assistance from our wealth engineers, and legal and tax departments, alongside your own advisors.

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.
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.