Financial Planning

Rivemont supports both active entrepreneurs and those who have sold their businesses in establishing a strong, tax-efficient financial structure.
We ensure optimal coordination between operating companies, management companies, and family trusts to protect and grow wealth.

As part of our analysis, we consider the following aspects:

• Setting up individual or corporate pension plans to maximize benefits for you and your employees.
• Business succession and sale planning.
• Shareholder/executive compensation (salary-dividend policy).
• Maximization of taxable and non-taxable benefits.
• Family wealth planning: protection, growth, and intergenerational transfer of capital.
• Long-term estate and financial planning.
• Integrated management of personal and business assets.
• Tax optimization of corporate assets.