We are an independent boutique advisory firm providing tailor-made wealth planning, fiscal planning, generational planning and investment strategies to an international and diverse clientele. 

Are you working in the EU Bubble in Brussels? Do you have an international family in Geneva? Are you moving to Italy in search of "la dolce vita"? 

Established at the heart of Europe and strong of a trilingual team, our aspiration is not just to provide wealth, fiscal and investment advice, but to help our clients reach their life and professional goals. We keep a strong focus on international mobility and we often assist expatriates, European professionals, digital nomads, UN/EU/Nato and diplomatic staff.

Nous sommes une boutique fiscale et patrimoniale dédiée à la clientèle privée installée à Bruxelles, Genève et Milan.

Operiamo come guida per il raggiungimento dei migliori obiettivi privati e professionali attraverso un approccio personalizzato al mondo della pianificazione patrimoniale, fiscale e degli investimenti.

At The Friendly Wealth Planner we embrace innovation and technology and we do believe in the importance of environmental sustainability and diversity. While it is essential for us to combine the value of tradition with the quality of innovation in our daily engagement, we create innovative, process-oriented solutions using modern regulatory environment and new technological developments.

Following a holistic approach while examining the specific needs of clients and acting as their main point of contact coordinating a range of different legal, accounting and financial professionals, we particularly attach great value to the personal relationship with our clients, either high-income households, globetrotters, entrepreneurs, digital nomads, single clients or families, listening to their needs and expectations while developing an 'out-of-the-box' thinking.

Our legal and accounting experts have specific knowledge of the Belgian, Swiss and Italian markets and regulations. 

Our fee-only or flat service engagements are offered at reasonable rates, adjusted to the complexity of the matter and may be negotiable in specific cases.