We stand by your side to address and optimize all situations related to your financial assets whether it concerns insurances, savings, securities, taxes, retirement planning or capital transmission and donations.
To this end, we offer you:
INSURANCE AND PROTECTION SOLUTIONS (for both INDIVIDUALS & COMPANIES)
WEALTH PLANNING AND FINANCIAL ENGINEERING
INTERNATIONAL EXPERTISE REGARDING REAL ESTATE INVESTMENTS
INSURANCE AND PROTECTION
In order to reach clients’ full satisfaction, we have developed solid partnerships with several top-end insurance companies in France and Luxembourg, enabling you to choose the best option :
- Full range of life insurance policies meeting your very personal requirements,
- Protection in case of work disruption or disability, according to your activity (as a Lawyer, CEO, Independent Worker, Doctor…),
- Coverage regarding your health expenses and those of your family, whether you are based in France or abroad (expats plans).
Thanks to our experience, our objective is clear : to offer you an efficient tailored made package for your private and professional life!
STRUCTURING AND PATRIMONIAL ENGINEERING
We use a several step process in order to implement a global strategy :
- Extensive customer insight thanks to an interview designed to apprehend the personal and professional situation of the client, his financial status (Assets / Liabilities), any existing taxation scheme, his annual budget (Expenses / Incomes) and of course his wishes and restraints,
- Analysis, assessment and advisory : at the end of the preliminary interview, we aggregate strengths and weaknesses of the current organization to improve it with legal and investment solutions : e.g. defensive or capital growth strategy, transmission planning,
- Wealth monitoring and ajdustment of our recommendations, depending on the changes of the client’s situation, including tax residency or activity, family events, etc.
REAL ESTATE EXPERTISE & PROPERTY FINANCING
We work closely with a team specialized in real estate markets, with long established experience in Paris and abroad (especially in Europe).
Our partnerships with selected service providers (real estate agents, experts, developers and insurers) give our customers access to professional advice for their personal acquisitions or occasionally to larger-scale projects, by joining a pool of institutional investors, which provides diversification regarding incomes and asset allocation.
We also accompany our clients with their loan engineering.