Grow and protect your wealth, for today and for your children.
Investment strategies, tax optimization, wealth structuring: TheSmartMom connects you with the elite advisors in our network.
Have capital to grow, want to plan for retirement or pass on assets smoothly? We build a solid, responsible action plan aligned with your values.
TheSmartMom acts as a business introducer. All recommendations are neutral and based on your unique interest.
★★★★★ 380 families supported in their wealth strategy since 2023
Complete audit • Tax optimization • Secure inheritance
Bespoke wealth strategies
Complete wealth assessment, scenario simulations, investment plans tailored to your family and risk appetite.
Multi-specialist experts
Wealth managers, solicitors, tax advisors, estate planners: a complete ecosystem covering inheritance, income and tax.
Journey tracked by TheSmartMom
Every step is logged: from initial assessment to solution implementation, with regular reporting and annual adjustments.
Structuring your wealth has never been clearer
360° wealth assessment
We analyse your assets, cash flow, tax situation and family priorities. You leave with a clear, objective vision.
Personalised strategy
Property investment, life insurance, family trusts, managed portfolios: we structure a plan suited to your timeline.
Annual tracking and management
Your TheSmartMom advisor remains your co-pilot: rebalancing, tax planning, adjustments based on your family life.
"I wanted to plan the inheritance for my two daughters without getting lost in tax complexity.TheSmartMom orchestrated a complete assessment, set up trust structures and optimised my investments.Result: a clear plan, secured assets, and advisors who understand my situation.
Sophie, 45 - Manager, mother of 2 daughters
What TheSmartMom guarantees
A responsible approach where every wealth decision is secured and aligned with your family vision.
TheSmartMom certified advisors
Independent wealth managers, multi-qualified, subject to duty of care and regularly audited by TheSmartMom estate team.
Transparent solutions
No hidden commissions. You know who is paid, how, and why a solution is chosen.
Legal security
Structures validated by partner solicitors and tax advisors. Compliance assured for you and your heirs.
Long-term vision
We stay by your side: annual reviews, wealth reporting, tax watch and qualified investment opportunities.
They trust us
Over 500 mothers have already trusted TheSmartMom to protect their loved ones.
Let's build the strategy that secures your family's future.
A TheSmartMom wealth advisor calls you, conducts your audit and assembles the right experts. You keep the overview, we handle the execution.
- • Free wealth assessment
- • Independent certified advisors
- • Long-term support with TheSmartMom