Tailored solutions to protect and grow your professional and personal assets.
Our team of wealth management advisors assists you in optimizing your assets. Whether you want to prepare for retirement, invest, or transfer your wealth, we implement effective strategies to meet your specific needs.
Our wealth management service assists you in structuring and optimizing your assets to secure your financial future.
Whether it’s preparing for your retirement, transferring your assets, investing in real estate or financial assets, our experts guide you at every step to maximize the value of your assets while limiting risks.
We thoroughly analyze your wealth situation and propose personalized strategies, taking into account tax, legal, and financial aspects.
We conduct your wealth assessment to help you develop and maximize your assets, assist you in the sale and transfer of your business, and structure and transfer your wealth.
Our goal: to offer you proactive and optimized management of your assets, with full transparency, to ensure the sustainability and growth of your wealth.
With us, you can be certain that your interests are protected and valued in every decision made.
We offer a wide range of investmentsto meet your financial needs and objectives
Financial investments
- Life Insurance: A long-term savings product with tax benefits.
- Securities Accounts: Allow investment in stocks, bonds, ETFs, etc.
- Equity Savings Plan (PEA): An account dedicated to investment.en actions européennes avec une fiscalité avantageuse.
- Plan Épargne Retraite (PER) : Produit d’épargne destiné à préparer la retraite.
Real Estate
- Rental Investment: Purchasing real estate to rent out (residential or commercial), including serviced properties such as senior and student housing.
- SCPI (Société Civile de Placement Immobilier) : Placement collectif dans des biens immobiliers, permettant de percevoir des revenus locatifs.
- OPCI (Organisme de Placement Collectif Immobilier) : Investissement diversifié dans l’immobilier et les actifs financiers liés à l’immobilier.
- LMNP (Loueur en Meublé Non Professionnel) : Investissement locatif meublé avec un régime fiscal avantageux.
Diversification Products
- Private equity : Investment in privately held companies.
- Investment Funds: Mutual Funds (FCP), Open-End Investment Companies (SICAV).
- Commodities: Investments in raw materials such as gold, silver, etc
- Private Equity: Investing in growing companies, often through specialized funds
Retirement and Provident Savings Products
- PEE, PERCO: Implementation of employee savings plans, company savings plans, and collective retirement savings plans.
- Provident Contracts: Guarantees to protect assets and family (death, disability, incapacity).
Capital-Guaranteed Investments
- Term Accounts
- Euro Funds (in life insurance): A secure investment with an annual guaranteed return.
Socially Responsible Investments (SRI)
- SRI Funds: Funds adhering to Environmental, Social, and Governance (ESG) criteria.
Wealth Optimization
We analyze your situation and offer solutions to reduce your tax burden while maximizing your investments.
• Optimization of Executive Compensation
• Tax Optimization Tailored to Your Situation
• Wealth Transfer Strategies
Financial Management and Investment Advisory
Whether for daily management or strategic decisions, we help you manage your assets with peace of mind
• Management and Monitoring of Financial and Real Estate Assets
• Personalized Investment Strategies
• Personalized Asset Allocation Proposals and Arbitrage
• Advisory on Wealth Management and Investments
Our Strengths
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- Tailored Strategies Based on Your Goals
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- Tax and Wealth Optimization Solutions
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- Expertise in Financial and Real Estate Investments
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- Personalized Support with Advanced Digital Tools