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FINANCIAL PLANNING
HERITY works to optimize today with an eye to preserving tomorrow.
A comprehensive report prepared for our clients in the context of major life events such as retirement, application for professional pension benefits in the form of annuities and/or capital, tax optimization strategies via pension fund buybacks and/or conclusion of life insurance, sale a family business, inheritance, etc.
The above-mentioned report makes it possible to extrapolate how wealth may change over time (securities, real estate assets and cash-flow management), and identify measures to be taken to meet our clients’ needs and aspirations.
