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Wealth & financial engineering at your service

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Heritage Engineering
&
Financial engineering

  Wealth & Financial Engineering calls on multidisciplinary skills (Law, Finance, Taxation, etc.) and is aimed at people with heritage needs whether in terms of creation, management or transmission of assets, as well as management private. ​​

This also concerns executives or senior executives in the private sector, entrepreneurs or liberal professions, expatriates, high-level athletes, pensioners, as well as retirees.

Wealth & financial engineering are very advanced techniques for controlling assets that support individuals and companies in their decision-making regarding the management of their assets, their capital or even their inheritance. 

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Our services

In addition to providing a static vision of your wealth situation and that of your household, wealth & financial engineering makes it possible to make projections through simulations making concrete the impacts of an investment project, of a change in life (marriage, change of matrimonial regime, divorce, separation, birth of a child, business creation…) or unfortunately an accident of life.

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Nos services
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Heritage engineering

  • Transmission  
  • Tax empowered  

  • Legal arrangement

  • Life insurance  

  • Capitalization

  • Retirement / Provident  

  • Real estate and insurance brokerage 

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Financial engineering

  • Financial markets
  • Financial expertise 
  • Company valuation
  • Investment advice
  • Investment fund
  • Start-up, FCPI, FIP
  • Green finance (ESG / SRI)

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Real Estate Expertise

  • Transaction
  • Real estate expertise
  • New & Old
  • Housing & Commerce
  • SCPI, OPCI, SIIC
  • Life annuity
  • Funding
  • Tax exemption 

What do you want to know?

 
 
 

Discover our strategies

 
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