Fees
Stated in writing, before any engagement.
The figures below are starting points. Scope and the final amount are set after a first conversation, based on the complexity of your situation.
Wealth review
From €800 excl. VAT (€960 incl. VAT).
Full picture of assets, objectives, risks and priorities, with a written summary.
Estate review
From €1,500 excl. VAT (€1,800 incl. VAT).
Civil and tax analysis of transmission, with compared scenarios.