Our services

Financial, tax and estate planning

Let our team advise you on the best financial, tax and estate planning solutions.

At TEG Gestion de Patrimoine, we believe that knowing the rules of the game is not enough - you have to know how to master them in order to transform them into levers for growth.

That’s precisely our mission: to help you take advantage of every opportunity to build a solid, sustainable financial future.

Our financial, tax and estate planning service is based on an in-depth, strategic analysis of your situation. We tailor plans to meet your personal and professional objectives, incorporating tax-efficient strategies, including solutions offered by insurance companies.

Our goal is simple: to protect and grow your wealth, reduce your tax burden and ensure a smooth transfer of your assets to future generations.

Finance

The finance pillar aims to optimize cash flow, budget and debt management to ensure asset stability and growth.

Taxation

Tax optimization strategies to reduce your personal or corporate tax bill.

Retirement

Personalized planning to achieve your retirement goals and secure your income over the long term.

Estate

Preparing the transfer of your assets according to your wishes, while minimizing the tax impact on your heirs.

Investments

Aligning your investment portfolio with your objectives, risk tolerance and investment horizon.

Insurance

Analysis of your personal insurance needs to protect your loved ones, your business and your projects in the event of the unexpected.

Legal aspects

Review of key legal documents (will, mandate, shareholder agreement, etc.) to ensure their conformity with your intentions and financial reality.

Any questions?

FAQ

Why is financial planning so important?

It enables you to make informed decisions, optimize your resources and build a coherent strategy to achieve your short, medium and long-term objectives, while minimizing risks.

What does the assessment of my financial situation include?

We analyze your assets, liabilities, income and expenses in detail to establish a clear picture of your situation. This provides the basis for a solid, realistic plan.

Do you offer strategies to reduce my taxes?

Yes, our experts develop personalized tax strategies for both individuals and businesses, to reduce your tax burden in a legal and advantageous way.

What is your retirement planning service?

We tailor a retirement plan to your age, lifestyle goals and income sources, to ensure your income is sustainable throughout your retirement.

How can you help me prepare my estate?

We can help you structure a smooth transfer of your assets in accordance with your wishes, while minimizing the tax impact on your heirs.

What does it mean to align investments with my goals?

We ensure that your portfolio is in line with your risk tolerance, investment horizon and financial objectives, maximizing your return while protecting your capital.

Do you also offer insurance services?

Yes, we analyze your personal insurance needs, including life, disability and critical illness, to protect your loved ones, your business and your projects against the unexpected.

Do you also help with legal documents?

Absolutely. We review your legal documents (will, mandate, agreements) in collaboration with professionals to ensure that they reflect your intentions and are adapted to your financial reality.

Is your approach personalized?

Absolutely. Each plan is tailor-made, taking into account your unique situation, your values, and your priorities – both personal and professional.