Wealth planning designed exclusively for you

We know that every situation is unique, especially when it comes to wealth planning. Whatever your needs, we will always provide advice that is independent and exclusively tailored to you.

Your family’s estate is precious and unique, whether it is recently acquired or has been passed down through generations. It deserves a comprehensive assessment by independent experts who offer unbiased advice with your sole interest in mind.

We take the time to understand your assets and your needs before offering bespoke advice on:

– Asset structuring

– Financial planning*

– Legal and tax strategies

Transfer and inheritance

We commit to supporting you in implementing our recommendations. And if the context or circumstances change, we can help you adapt your strategy.

Independent financial planner

YoursAdvisory SRL is a certified independent financial planner (IFP) in Belgium. As such, we are required to derive our income solely from wealth planning advisory services. Under no circumstances can we offer investment services or provide any advice on individual financial instruments. These provisions guarantee both our integrity and the impartiality of our advice.

YoursAdvisory is particularly proud to be one of only six Belgian companies to have obtained this accreditation. The Financial Services and Markets Authority (FSMA) applies particularly stringent criteria in terms of independence and methodology, and it monitors compliance rigorously and uncompromisingly.

International scope

If your private assets, corporate activities or the residency of you or your family are spread across more than one country, we work with our international network of experts to assess legal and tax situations, analyse global and local contexts, and provide recommendations that are designed to reflect the specific circumstances.

We begin with an in-depth discussion with you to understand your personal and family circumstances, your business activities, and your financial planning requirements. We then produce a comprehensive written report that reflects our understanding and includes our subsequent analysis and recommendations.

Ad hoc planning and guidance

We offer extensive ad hoc advisory services depending on your needs, for example:

  • Organising your legacy
  • Gifting property and real estate
  • Transferring the family business
  • Estimating the civil and fiscal impact upon death
  • Structuring your local and/or international assets
  • Acquiring real estate
  • Marriage, divorce, and children in an international context
  • International structuring of your financial assets
  • Wealth and tax consequences of a change of residency of a family member

*in the context of the law of 25 April 2014 on independent financial planners