Wealth Management

As your wealth management advisor (CGP), with Financial Investment Advisor (CIF) status, approved by the French Financial Markets Authority (AMF), some of our agents are committed to providing you with the best advice for your finances and your assets; in the long term, in exchange and in confidence.

We call this "Individual Wealth Management".

We differ from a traditional bank advisor in our impartiality and our ability to seek advice and the financial and wealth management solution that is truly adapted to your situation and your objectives.

To do this, we rely on a selection of local and national partners and a circle of independent experts, including specialised lawyers and notaries, with whom we work on all aspects of financial and asset management for individuals and business owners:

Law and taxation: transfers, taxes, income tax, corporate tax, wealth tax, civil companies, dismemberment

Investments: guided management, banking and financial supports, real estate investments, investments in companies or alternative investments

Family and personal protection: insurance, health, guarantees

Preparation for retirement: retirement assessment and retirement investments

Optimisation of succession and inheritance: Taxation of transmission and donation

1st step:
Establishment of your financial and wealth audit, with your objectives.

2nd step:
The advice and/or strategy is drawn up at the firm and given to you.

3rd step:
If necessary, research and implementation of supports and solutions.

You can fill in a request
and an expert will contact you

Your heritage deserves our expertise!

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