Independent advisory firm offering tailor-made multilingual services including wealth & estate planning, tax planning, retirement planning, inheritance and generational planning, investment strategy (traditional and alternative investments). 
✔️Strong of our expertise and geographical presence in Brussels, Geneva and Milan, at The Friendly Wealth Planner we have been supporting European professionals, UN/EU/NATO officials and diplomatic staff since 2022. 
✔️The Friendly Wealth Planner est une boutique fiscale et patrimoniale dédiée à la clientèle privée installée à Bruxelles, Milan et Genève. 
✔️Assistiamo i professionisti europei nel raggiungimento dei migliori obiettivi privati e professionali attraverso un approccio personalizzato al mondo della pianificazione patrimoniale, fiscale e degli investimenti. 
Our experienced team delivers bespoke boutique service and personalised solutions solutions to international clients, professionals, expatriates, digital nomads, international civil servants and HNWI. 
In our practice we value the balance between tradition and innovation and the importance of inclusiveness, diversity and sustainability. 
Get in touch with us: info@thefriendlywealthplanner.com

The Friendly Wealth Planner

Org chart

Teams

Offices

The Friendly Wealth Planner

Org chart

Teams

Offices

Related companies