Wealth planning at PIA Group

As an entrepreneur, your business and personal wealth are closely connected. That's why we strongly believe in offering integrated advice that considers your business and private interests as well as family needs.

The final component of our comprehensive service is tailored advice for your personal financial planning. Our independent experts analyse your personal finances and create an optimal plan designed specifically for you, giving you a clear view of your future financial situation.

Do I have a complete overview of my total wealth? Is my wealth well protected? And what about the risks in my asset allocation? Our experts answer all these questions and more when preparing your personal wealth balance and mapping your wealth-building strategy.

The foundation of wealth planning is both simple and complex. What do you currently own? What do you expect in the future? And what do you want to achieve with your wealth in the short and long run? Based on your ambitions and life stage, your PIA advisor works with you to develop a wealth plan that determines how to best structure your assets and optimise the transfer of funds from your company to your private wealth.

At PIA Advisory, we don't just provide well-founded advice—we want to achieve tangible results. We outline an action plan and develop it with you step by step to ensure our advice is implemented. We understand that as an entrepreneur you're deeply focused on daily operations, and long-term planning sometimes takes a back seat. To account for that, our experts create plans solid enough to look far ahead. But of course, we also know that circumstances evolve. That is why, rather than offering one-time advice, we prefer keeping your plan updated through annual personal reviews.

The experts at PIA Advisory develop solid pension plans and map out necessary assets so you can maintain your standard of living even after selling, transferring or closing your business.

To ensure smooth wealth transfer, it's best to begin estate planning early. Since our experts work closely with you and understand your assets and personal situation, they're ideally positioned to support you. Your PIA advisor considers the full picture of your business and private circumstances, helping you navigate complex legislation around estate planning, gifts and much more. This way, you can structure your wealth exactly as you wish, even after you're gone