FOR YOUR BUSINESS,
THE VALUE OF INDEPENDENT ADVICE
A GLOBAL PERSPECTIVE
By conducting a thorough analysis of your business needs, you will gain a comprehensive view of your finances, which will drive the development of your company.
We will present you with carefully designed personalized strategies to safeguard the future and foster the growth of your business and wealth.
In Mérici, we are aware of the major risks you are exposed to:
premature death, serious illness, or disability, whether it is for yourself or for a key employee.Our expertise and analysis tools help you assess their likelihood in order to better target effective protection strategies.
-
Tax-advantaged investment strategies for your company
-
Individual Pension Plan (IPP)
-
Financial, tax, and estate planning
-
Succession planning for the company
-
Establishing shareholder agreements
-
Shareholder security strategy
-
Life insurance, health insurance, disability insurance, critical illness insurance, and overhead expense insurance.
