WHITEMONT FINANCIAL SERVICES FIRM   Integrity generates credibility

High net worth clients

 

If you have accumulated important wealth, our services in wealth management will be of benefit to you. We understand that your reality is different and may focus, amongst others, on the preservation of your capital, on intergenerational transfers, on donations and on tax reductions. Our expertise in the management of personal assets, as well as in specialized services such as estate tax planning, will meet your expectations.

 

 Preservation and growth of capital

 Net worth protection

 Tax Reductions


  • Private management 1
  • Guaranteed investments
  • Alternative products
  • Insured annuity
  • Integrated strategies
  • Estate planning
  • Alter-ego trusts
  • Critical illness insurance
  • Donation strategies
  • Family trusts
  • Life insurance
  • Structures in investment taxation

1 In cooperation with external portfolio managers .