Financial planning corresponding to your needs.
Whether you are looking for the comfort of a Family office, targeted advice or a broader accompaniment in the management of your assets, we can, in collaboration with outside professionals and at your request:
- Carry out an audit of your assets
- Evaluate your risk profile
- Discuss tax optimisation and inheritance transfer
- Deal with tax declarations (income tax, wealth tax, 3% tax…)
- Discuss asset engineering
- Diversify and restructure your assets
- International wealth management coordination and planning
We can also offer a selection of investment products…
- Life insurance for open-architecture
- Investment funds
- Financial portfolio management
… and every type of credit:
- Home loans
- Equity release
Finally, for foreigners who are moving to France, we can also:
- Provide French legal advice
- Provide international tax planning assistance
- Take care of administrative procedures