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
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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.