Case studies
Profiles,
results.
Three real cases, anonymised with the clients' consent. The same method, three very different situations, figures to back it up.
SaaS founder, married with 2 children, wealth ~€1.2M
SaaS founder, 42, restructuring 10 years of scattered savings
Savings scattered with no coherence, the founder's tax situation left unoptimized, preparing a company sale within 5 years.
Elite athlete, 29, single, highly variable income
Professional athlete nearing retirement, structuring the final three seasons
Career ending in roughly 2 years, income at its peak, no tax structure in place, a career transition to fund.
Married couple, 3 adult children
A couple in their fifties, transferring €1.8M to their children tax-free
Significant estate, concern over inheritance tax, wish to help their children now rather than later.
Start together
Does your situation look like one of these?
A first introductory meeting is often enough to see immediately whether there is something to act on. Let's plan one, with no commitment.
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