Grow and protect your wealth, for today and for your children.
Investment strategies, tax optimization, wealth structuring: TheSmartDad connects you with the elite advisors in our network.
You have capital to grow, want to prepare for retirement, or transfer wealth smoothly? We build a solid, responsible action plan aligned with your values.
TheSmartDad acts as a business introducer. All recommendations are neutral and based on your unique interest.
★★★★★ 380 dads supported in their wealth strategy since 2023
Complete audit • Tax optimization • Secure transfer
Customized wealth strategies
Complete wealth assessment, scenario simulations, investment plans tailored to your family and risk tolerance.
Multi-specialty experts
CFPs, attorneys, tax advisors, wealth engineers: a complete ecosystem covering transfer, income, and taxation.
Process managed by TheSmartDad
Every step is tracked: from initial assessment to solution implementation, with regular reporting and annual adjustments.
Structuring your wealth has never been clearer
360° wealth assessment
We analyze your assets, cash flow, taxes, and family priorities. You leave with a clear and objective view.
Personalized strategy
Real estate investment, life insurance, family holding companies, managed accounts: we structure a plan suited to your timeline.
Annual follow-up and management
Your TheSmartDad advisor remains your co-pilot: adjustments, taxes, updates based on your family life.
"I wanted to prepare the transfer to my two daughters without getting lost in taxes. TheSmartDad organized a complete assessment, set up trusts, and optimized my REITs. Result: a clear plan, secured wealth, and advisors who speak dad."
David, 45 – Tech executive, dad of 2 girls
What TheSmartDad guarantees
A responsible approach, where every wealth decision is secured and aligned with your family vision.
TheSmartDad-certified advisors
Independent CFPs, fiduciary duty, regularly audited by the TheSmartDad wealth team.
Transparent solutions
No hidden kickbacks. You know who gets paid, how, and why a solution is chosen.
Legal security
Structures validated by attorneys and tax specialists. Compliance ensured for you and your heirs.
Long-term vision
We stay by your side: annual review, wealth reporting, tax watch, and qualified investment opportunities.
They trust us
Over 500 fathers have already protected their family thanks to TheSmartDad
Let's build the strategy that secures your family's future.
A TheSmartDad wealth advisor calls you back, conducts your audit, and gathers the right experts. You keep the big picture, we handle the execution.
- • Free wealth diagnostic
- • Independent certified advisors
- • Long-term follow-up with TheSmartDad