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Holdwise Private
Wealth planning for this year and the years ahead.
This service is for director-shareholders, entrepreneurs and families with substantial wealth. You get one plan for your structure, your tax choices and the transfer of your wealth. We review the plan with you every year.
We work for a limited number of clients. Your adviser knows your file personally, and you have direct contact.
Structure
Your holding, your company and your private wealth are set up in the right proportion. The structure is ready for growth, a sale or a transfer.
Annual plan
You get one annual plan for your salary, dividends, loans and reference dates. Each step then takes place at the right moment.
Access
You have your own adviser, direct contact and an answer when you have a question.
By request · we always start with an introduction