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
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