Audit patrimonial
Understand your wealth
before making a decision
A sale, a move abroad, an inheritance or investments to review? A wealth review connects your assets, commitments and plans. The initial meeting defines what needs to be examined and the scope of the work.
40 minutes · Confidential · No obligation
Private advice · Your priorities first
Know where to focus your attention
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What needs deciding now?
Identify your main concern and the deadlines that could affect your choices.
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The points to be explored
Identify missing information and the financial questions that need a closer look.
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What happens after the meeting?
Decide whether to investigate further, involve a specialist or first gather more information.
Have a decision coming up? Tell me about it at the first meeting. We will establish what you need; the meeting does not replace a full wealth review.
The method
Where should
you start?
Buying, selling, investing or moving abroad can affect several parts of your finances. We identify what needs attention first and what can wait.
Understand your needs
Tell me what you want to achieve, what worries you and which decisions are coming up.
Set priorities
We identify the questions to examine and whether your accountant, notary or another specialist needs to be involved.
Agree on next steps
You know what I will do, what it will cost and what information we need before making a decision.
Gary Martins · Private wealth advice
Let's discuss your situation
You will speak with me, Gary
You will speak directly with me. Tell me what you want to improve, protect or pass on; we will decide together what to explore.
I explain the scope, fees and any other professionals who need to be involved before you commit.
Meet the firm →What is a wealth review?
It examines your overall situation: assets, debts, income, expenses, family circumstances and objectives. It identifies matters to investigate and decisions to coordinate. It is more than selecting an investment.
When can it be useful?
A business sale, an international move, a change in family circumstances, retirement planning or investments that have become difficult to monitor may justify a review. The initial meeting helps establish whether one would be useful for you.
Which documents should I prepare?
Depending on the agreed scope: investment statements and contracts, loans, property information, recent tax documents and, for a business owner, company information. Gary will specify what is needed and how to share it; do not upload sensitive documents to the assistant.
Which subjects are examined?
Liquidity needs, investments and their fees, property, business commitments, family protection and succession. International questions are considered in the countries concerned, with verification by the relevant professionals.
What do you receive after the review?
The format and deliverables are agreed before the engagement. Depending on the scope, these may include a summary of findings, points to verify and next steps. The initial meeting does not include a promised written report.
How long does it take?
Timing depends on the complexity of your circumstances, available documents and the professionals involved. A schedule is agreed with you after defining the scope; no standard deadline is promised here.
How are costs explained?
Remuneration, possible fees and the scope of work are explained before you commit. Ask what relates to advice fees and, if a solution is later considered, its charges and any commissions.
Is the first meeting already a wealth review?
No. The 40 minutes help us understand your enquiry and define the next steps. A review requires an agreed scope and verified information. Personalised recommendations then require analysis of your circumstances and compliance with the applicable professional framework.
Directly with Gary
Have a question about your investments or your situation?
Reviewing a policy, investing cash, selling a business or moving abroad? Let's discuss it in a 40-minute meeting. I will help you identify what needs to be considered before you commit.