INSURANCE AND WEALTH MANAGEMENT
INSURANCE AND PROTECTION
“ Partnerships with large institutions in order to offer you the best protection ”
We work with several insurance companies across Europe to support you with life insurance or protection solutions linked to your health or professional activity.
STRUCTURING AND PATRIMONIAL ENGINEERING
“ Turning a comprehensive asset analysis into an efficient multi-step implementation ”
- Client knowledge,
- Diagnosis, assessment and advisory,
- Asset monitoring and reporting
“ Supporting our clients through investment structuration ”
Our extended network in France and abroad ensure access to top ranked and innovative investment solutions, carefully selected by our international asset management team.
REAL ESTATE EXPERTISE AND PROPERTY FINANCING
“ Long term experience of Parisian and international real estate markets, along with engineering and funding solutions ”
We work in close collaboration with property experts in order to offer our clients diversification through real estate investments and if necessary, we help them with loan and mortgage schemes.