{"id":4751,"date":"2026-07-10T16:17:16","date_gmt":"2026-07-10T16:17:16","guid":{"rendered":"https:\/\/wolffinance.swiss\/?page_id=4751"},"modified":"2026-07-11T09:11:25","modified_gmt":"2026-07-11T09:11:25","slug":"clients-2","status":"publish","type":"page","link":"https:\/\/wolffinance.swiss\/en\/clients-2\/","title":{"rendered":"Clients"},"content":{"rendered":"

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CLIENTS<\/p>\n

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Toute personne souhaitant comprendre, d\u00e9cider et structurer, plut\u00f4t que subir.<\/h2>\n

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Particuliers
\net familles<\/h3>\n<\/ul>\n
  • Structuration de patrimoine<\/li>\n
  • Besoin de clart\u00e9 sur la pr\u00e9voyance, les
    \nassurances et la retraite<\/li>\n
  • Volont\u00e9 de s\u00e9curiser famille et niveau de vie<\/li>\n<\/ul>\n

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    Personnes en phase de transition<\/h3>\n<\/ul>\n
  • Changement professionnel, cr\u00e9ation d\u2019entreprise<\/li>\n
  • Achat ou vente immobili\u00e8re<\/li>\n
  • Divorce, h\u00e9ritage, expatriation<\/li>\n<\/ul>\n

    [\/et_pb_text][\/et_pb_column][et_pb_column type=\u00a0\u00bb1_4″ _builder_version=\u00a0\u00bb4.27.5″ _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_text _builder_version=\u00a0\u00bb4.27.7″ _module_preset=\u00a0\u00bb9b291428-6f79-4f89-8af6-7ffa600a7ae0″ global_colors_info=\u00a0\u00bb%91%93″]<\/p>\n

    Cadres, dirigeants et ind\u00e9pendants<\/h3>\n<\/ul>\n
  • Revenus \u00e9lev\u00e9s ou variables<\/li>\n
  • Optimisation de la pr\u00e9voyance (LPP, 3a\/3b) et de la fiscalit\u00e9<\/li>\n
  • Besoin d\u2019un accompagnement global et ind\u00e9pendant<\/li>\n<\/ul>\n

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    Personne cherchant un conseil
    ind\u00e9pendant<\/h3>\n<\/ul>\n
  • Pas de gestion directe impos\u00e9e<\/li>\n
  • Acc\u00e8s \u00e0 des partenaires de qualit\u00e9 (banques, assurances, fondations)<\/li>\n
  • Besoin d\u2019un interlocuteur unique et durable<\/li>\n<\/ul>\n

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