INTERNATIONAL BUSINESS CENTER
OPENOPEN 24/24 193 COUNTRIES
INTERNATIONAL BUSINESS CENTER
OPENOPEN 24/24 193 COUNTRIES

Wealth Management

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THE HERITAGE MANAGER

HERITAGE MANAGEMENT

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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