wealth management France

...CFP - Conseil Finance Patrimoine is an independent wealth management firm based in Saint-Étienne for over a decade. As a key player in the construction and development of your wealth, C.F.P adapts to the circumstances of individuals encountered based on their short, medium, and long-term goals. Thus, our approach is centered on the client's needs rather than on products, in order to provide the...

Wealth Management Consulting and Wealth Engineering. Real estate and financial support. Tax advice and planning. Real estate tax optimization and ISF support. Financial investments and life insurance. Business optimization consulting (costs and compensation).

FIDUCIAL CONSEIL: Wealth Management: insurance, retirement, life insurance, real estate, financial products. 25 agencies in France. Visit the website www.fiducial.fr...

...LMP DUQUAIRE CONSEIL: independent wealth management advisor in Lyon and Paris (Residents & Expats), has been supporting over 300 clients in building their wealth since 2007. We search for tailored real estate and financial solutions, provide direct contact and personalized advice, and ensure follow-up on solutions through your advisor... Accredited to deliver the most suitable solutions for your...

... management, project owner assistance, operational engineering, maintenance, and commissioning... BETEM ENGINEERING is recognized as a multidisciplinary Studies Office due to its extensive technical competencies: infrastructure, earthworks, and roadworks (VRD), structure (wood, concrete, and metal), climate engineering, electrical engineering, and CSSI... Thanks to its experience, expertise, and the skills of its collaborators, BETEM ENGINEERING primarily operates in the fields of health, education and research, socio-cultural, sports and leisure, and public facilities...

The AUDIT OFFICE OF EXPERTISE AND CONSULTING is an accounting firm that offers a variety of services ranging from basic accounting to business creation, wealth management, acquisition – transmission, and also international services for individuals and companies.

... other independent wealth management companies. This collaboration forms a team of about ten people, advising over 450 clients and managing more than €200 million on their behalf. Its activities are primarily based on two areas: - Wealth advisory: Establishing a comprehensive wealth assessment and recommending appropriate legal, tax, and financial strategies. - Investment advisory: Selecting, marketing, and monitoring investment vehicles suited to the needs of its clients.

The notarial office MAS JEAN PAUL is composed of three notaries and about thirty collaborators. An organization across various sectors: heritage, real estate, corporate law and taxation, family law…...

IFB was founded in 1994 around an innovative concept making real estate investment accessible to a larger audience. The relevance of the company's choices and the trust of its clients have led IFB to rapid development and a presence across the entire territory, thanks to a sales force of independent sales agents. To more broadly address its clients' concerns, IFB expanded its offerings in 1998 wit...

... private management, the company is now established in the Midi-Pyrénées region and nationally. In addition to its main office located at 2, impasse Jean Chaubet, in Toulouse, a secondary office has been created in Revel.

... online savings offer also includes high-performing life insurance products with no fees. For example, the E-Novline life insurance: a life insurance product from our partner Generali, which, thanks to the Eurossima and Netissima euro funds, allowed us to achieve +3.72% in 2011. Within our extensive range of savings products, our wealth management advisor can also offer clients advantageous term accounts for 24 or 26 months.

... Our team is made up of recognized specialists in law, taxation, and finance. We select, with you and for you, the solutions that suit you from the entire range of offerings available in the market. This independence allows us to act in all circumstances with one sole interest: yours. YOUR SITUATION IS UNIQUE, OUR SOLUTIONS ARE TAILORED Your wealth management advisor, your unique point of contact...

... make today. Our company, Pure Gestion, was founded based on this observation. Our core business is to assist property owners and investors in rental real estate by managing all aspects of the investment. Property management is crucial when investing in one or more properties for the purpose of renting them out, as investors may not have the time or the necessary skills to manage their rental...

... transmission of your wealth My expert approach, unique in the market, involves conducting a precise assessment of your needs to provide you with solutions that are consistent with your personal and professional situation. I therefore address all your issues related to your social protection and wealth management within the framework of a genuine, lasting relationship. By using my services, you will finally meet a true lifelong partner.

As a personal insurer, we protect you, your loved ones, and what you hold most dear through tailored solutions that cover all your needs in terms of insurance, retirement, wealth management, and more. To best support you, we offer a free and comprehensive assessment of your social and financial situation. Let’s meet to discuss this.