Finanical planning remains a difficult topic for many families, despite an eagerness to succeed and the awareness of its importance.

Several visuals are made available to support short-term planning (e.g. liquidity), medium-term planning (e.g. household budget) and long-term planning (e.g. retirement):

  1. Liquidity requirements combing :
    - actual cash (bank accounts, securities, credit lines, ...)
    - upcoming needs (mortgages, leasing, commercial credit, ...)
  2. Family budget with net worth evolution and liquidity requirements
  3. Projected revenues from pension funds and social security

Family office planning en



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