• Definition of optimization options, costing of scenarios
• Support for transmission management: dismembered donations, refinancing, patrimonial holding, family LLC, etc.
• Identification of optimal investment frameworks (fees, investment options): life insurance, capitalization contract, custodian bank, PEA (French Equity Savings Plan)
• Construction of asset allocations, multi-asset class investment selection, asset manager selection
• Periodic financial reporting
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Detail in our analysis software your assets before the appointment
Let's discuss our approach, our first leads, our possible solutions, etc.
