Wealth Consulting Management
Do you need advice to optimise your assets in France?
Do you want to enhance and diversify your assets in France?
In France, you have invested or would like to invest in property, financial products or insurance policies.
Whether it's asset management, estate planning, protecting family wealth or tax planning, we're here to help you build and manage your wealth.
With us, you can benefit from a personalised approach and tailor-made solutions to maximise your wealth benefits, while ensuring your legal compliance given your situation as a foreign national.
How can we help?
Our missions
- Carry out a wealth audit
- Define a personal wealth strategy
- Set up appropriate pension solutions
- Carry out a retirement diagnosis
- Personal tax planning
- Prepare for the transfer of assets
- Select and propose financial and property products
- Assistance with tax and social security formalities for individuals when moving to France
Contact us
"*" indicates required fields
Managing consent
Functional Always active
Storage or technical access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of transmitting a communication over an electronic communications network.
Preferences
Storage or technical access is necessary for the legitimate purpose of storing preferences not requested by the subscriber or user.
Statistics
Storage or technical access used exclusively for statistical purposes.
Storage or technical access which is used exclusively for anonymous statistical purposes. In the absence of a subpoena, voluntary compliance by your Internet service provider or additional third-party records, information stored or retrieved for this sole purpose generally cannot be used to identify you.
Marketing
Storage or technical access is necessary to create user profiles in order to send advertisements, or to track the user on a website or on several websites with similar marketing purposes.