Wealth planning for business owners
A combined view of professional and personal objectives, followed by access to the right specialist through a selected partner network.
Connect company decisions with the owner’s personal objectives.
Remuneration, dividends, social protection, investments, succession and real estate should not be considered in isolation. The firm clarifies the issues, identifies accounting and tax interactions and coordinates the relevant professionals.
Typical situations
- Optimising the manager’s remuneration.
- Balancing salary, dividends and retirement savings.
- Organising private and business real estate.
- Protecting the family.
- Preparing a sale, succession or retirement.
The right specialist for each need.
Clarify
Understand the company, income, assets, constraints and objectives.
Refer
Identify when a wealth adviser, notary, tax lawyer, insurer or another specialist is required.
Coordinate
Share useful information and maintain consistency between assumptions and recommendations.
Topics that may be addressed
A clearly defined scope
LEBRUN Audit & Advisory does not directly provide regulated investment advice. Where required, the client is introduced to an appropriately authorised professional from the firm’s network. Each professional remains responsible for their own advice and regulatory duties.
Structure your professional and personal wealth issues.
An initial discussion helps clarify objectives and identify the specialists to involve.