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| Description | EN: Provides services related to tax planning. This capability includes assessing clients' tax situations, identifying tax-saving opportunities, and developing strategies to minimize tax liabilities while optimizing overall financial planning. FR: Offre des services liés à la planification fiscale. Cette capacité comprend l'évaluation des situations fiscales des clients, l'identification des opportunités d'économies fiscales et l'élaboration de stratégies pour minimiser les obligations fiscales tout en optimisant la planification financière globale. |
|---|---|
| Name (FR) | Services de planification fiscale |
| Classifying categories |
Wealth Management |
| Parent Maps |
Wealth Management Services (from:
Retail & Consumer Banking) |
| Packaging Library |
Retail & Consumer Banking |