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A business owner

You organise. You innovate. You transfer.

Elite Fondations helps you maximise your profits, consolidate your company over the long term, and facilitate its transfer.

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Why choose an Elite Fondations solution

As a business owner, your pension provision is an integral part of your overall business strategy and asset management Elite Fondations offers you a flexible, high-performance, tax-optimised solution geared to protecting your interests, and those of your business and family.

Flexibility and customisation

A solution fully geared to the reality of your business and adaptable both to your economic objectives and the needs of your employees.

Controlled cost management

Strict cost management ensures the efficiency of the solution, affording real cost savings in certain cases.

Performance enhancement

Depending on your needs, opt for conservative or dynamic asset management for your affiliated pension fund, with a customised investment strategy and careful professional monitoring.

Tax optimisation

A solution designed to take advantage of the legal tax-saving possibilities while ensuring compliance with applicable rules and regulations

Optimal planning for retirement, financing of home ownership, self-employment, or moving abroad

A clear and secure vision of your present and future combined with the optimisation of your financial resources enable you to make the right choices and prepare a stress-free transition

Optimal coverage of death and disability risks

Optimised protection against death and disability, ensuring the utmost security for your loved ones and beneficiaries

Succession planning, free choice, and security for beneficiaries

Plan the transfer of pensions and pension assets, taking tax aspects into account, while freely designating your beneficiaries and guaranteeing their entitlements

Optimal business management

A solution that fits seamlessly into your company's overall strategy, salary policy, and planning for a future transfer or sale

Digitisation, AI, and members and employers portal (from 2026)

A solution aligned with your digital strategy, incorporating AI and automation, with a digital portal coming online in 2026

Security and data protection

A solution complying with the strictest standards, and designed to ensure confidentiality, viability, and confidence in the long term

Transparency regarding the limitations of the solution

A solution offering you a clear view of its advantages and limitations for confident decision-making

Expertise as the key to success

Top-notch Business Consultants capable of reconciling entrepreneurial challenges, wealth objectives and social protection in an individual strategy designed to evolve with you and your business.

Elite Fondations helps you align your benefits coverage with your business strategy and personal wealth, while securing the transfer of your business and protecting your beneficiaries with the support of top-notch Business Consultants.

Our solutions

Occupational benefits

Structure a pension fund in keeping with your overall strategy and your wealth priorities.

Elite Fondations helps you optimise your taxes, financial performance, and the protection of your employees while consolidating the attractiveness of your enterprise.

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Offer your managers – or yourself – an exclusive extra-mandatory benefits scheme. Customised investment strategies and greater flexibility help boost the overall performance of your pension plan and strengthen your wealth planning.

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Vested benefits

Simplify the management of your assets in the event of a career transition or a restructuring or sale of your business.

We help you secure and grow these assets in line with your short-, medium-, and long-term objectives.

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