An objective look at your situation


The Estate AuditTM service provides a thorough analysis of your financial situation. Starting with a selection of personalized services reflecting your objectives, our financial planners suggest a custom plan covering all seven facets of integrated financial planning:
 
  • legal
  • wills
  • insurance and risk management
  • personal finance and budgeting
  • taxation
  • investment
  • retirement
The areas relevant to you are analyzed from different perspectives:
  • personal and family
  • financial
  • taxation
  • children’s education
  • retirement
  • upon death
  • insurance coverage implications




A service provided by LAFOND PLANIFICATION  

Continuity management in family SMEs

         
Continuity or succession in a family company is fraught with issues that are seldom managed well. Read more...