The wealth manager assists clients in setting up and managing heritage solutions adapted to their environment and objectives. It acts as a force of proposal within the framework of a global patrimonial strategy in all its components and has a role of patrimonial conductor when the intervention of a specialist is necessary for its customer.
The services of the wealth manager include 3 main axes:
Heritage strategy consulting
Financial investment advice
Asset tracking and management of financial assets of any kind
The wealth manager is in constant search of organization, investment solutions or optimization of the taxation of any income, work or investments.
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