Assets management


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  • International inheristance
    Independence for
    a total Objectivity
  • Fundraising
    Availability and strong
    customer Service
  • Real estate investments
    Synergies and
    Interprofessional Expertise
  • Life insurance
    Professional Ethics and
    Deontology
  • Directors dividends
    International
    Professional networks
International inheristance International inheristance

asset
strategy

Structure, Stimulate, Transmit

real estate &
professional financings

Develop, Negotiate and Coordinate

real estate
investments

Optimize, Invest, Build

life insurance
& financial investments

Save, Diversify and Perpetuate

Remuneration
of Managers

Audit, Analyze, Arbitrate

pension plan
& retirement

Anticipate, Protect Yourself, Adapt

Warranties

1
Independent financial adviser
2
Member of the ANACOFI
(Association Nationale des Conseils Financiers)
3
Professional indemnity cover and financial guarantee