Asset management consultants France

Become a homeowner with Agence Immobilière du Crédit Mutuel. For nearly thirty years, Crédit Mutuel Immobilier has been offering the best programs to enable you to make a long-term rental investment under the various existing schemes and also to find your primary residence. Agence Immobilière du Crédit Mutuel is present throughout France, and of course in Burgundy-Champagne, where more than 80 sales advisors are on hand to welcome you to the network's branches.

The first strength of our offer is the quality of our selection, with homes rigorously chosen nationwide. Our regional advisors and experts have a thorough knowledge of the local fabric and the developers they have approved.

The second is support, with a single point of contact for every stage of your property purchase, from advice on choosing the right property to arranging tailor-made financing and rental management. Everything is included, and you can get an immediate overview of what your budget can afford on our dedicated website, creditmutuel-immobilier.fr. You can instantly simulate your purchasing power, monthly payments and tax allowance. After that, you can request a telephone consultation or even an appointment to find out more.

As each year, legislation is evolving in the area of heritage management. So, in order to optimize the management of your assets, please do not hesitate to contact Jean-Marie Rousseau. It assures you serious advice and total discretion. A graduate in heritage management and heritage engineering, he is a member of the French Association in Certified Heritage Management, proving that he maintains his technical skills through various continuous training courses. Informed about real estate and financial investments and the evolution of heritage management, it has triple legal, tax and investment skills.

Global Solution operates in many departments in Aquitaine and Poitou-Charentes and is located in Bordeaux. This company has been involved with its clients for years in heritage management. More specifically, it is involved in tax optimization, investments, real estate transactions, foresight, retirement… Global Solution puts in place a comprehensive strategy for its clients.

Present in Bordeaux, Paris and on the island of Réunion, this independent company offers its management and management services. It has a well-established process of establishing the specification, setting up the strategy, integrating monitoring and a lasting relationship for the client. In terms of tariffs: no entry fees, no exit fees and no arbitration fees. Remuneration is paid on annual management costs.

Lector Consulting and Associates exercise their competences in private management, with watchwords: independence and transparency. This company provides advice to its clients with the utmost objectivity. Heritage strategy, financial and real estate investment projects, Lector Consulting and Associates want to become real partners of their clients.

A family business since 1935, Meeschaert has several agencies on French territory, including Bordeaux. With the aim of helping people and families create, develop and manage their heritage, the company provides all its expertise to organize a succession, value heritage or any other action relating to their heritage domain. Great discretion and personalized accompaniment.

PMP Heritage whose activity mainly concerns individuals, offers advice in the legal and tax fields, and acts in asset management. With you, they define the goals to be achieved, and lead to lasting action over time. In the face of erratic and sometimes unpredictable financial markets, PMP Heritage is committed to the legal and tax security of its clients, and promises personalised follow-up. This society remains effective and relevant through its work with heritage specialists, such as notaries, bankers, lawyers, real estate agents…

Engineering Heritage is an independent firm that operates in heritage management. This firm ensures objectivity, and listens to customer expectations. For tax cuts, to prepare for retirement, to protect its income and heritage, to fund a real estate project or to organize its estate, Engineering Heritage accompanies all its clients, providing them with expertise.

The company, specialist in tax exemption, management of assets, and financial advice comes only by appointment. It provides expertise on your family and tax environment to best target your needs while defining a strategy. Their clients are made up of entrepreneurs, the liberal professions, of senior managers and traders seeking to build a heritageto manage and transmit it in the best financial and fiscal conditions.

The Toulouse Centre for Heritage, created in 2002 by Jean-Olivier Ousset, defines itself as the general heritage, with a global approach to real estate. Clients come to the Centre to obtain heritage organizational strategies or investment strategies to meet their needs. These are previously defined through a heritage balance sheet in which legal, tax and financial aspects are addressed. Completely independent from a network, bank or insurance company, the Centre has permanent access to the entire heritage market and thus the freedom to propose to you in objectivity the investment solutions that meet your requirements.

The independent cabinet Square des Guilhem has moved for some time now on Orléans, at the gates of North Montpellier. Specialized in asset management and loan insurance brokers, you are sure to benefit from advice, neutral expertise, and real estate and financial solutions and on a case-by-case basis. In an increasingly complex legal and tax universe, the firm combines both the knowledge of the local housing market, the practices of banks and current insurance for an appropriate offer to your situation.

With more than 2 000 members, the House of independent heritage, brings together 80% of the profession. It is the union representative of the boards of independent heritage management, but also their spokesperson for the public authorities, partners and the general public. Independent heritage management advice that has chosen to join the House is at the service of clients'interests. Their commitment is structured around 5 pillars, namely compliance with existing regulations, updating of knowledge and skills, ethical and ethical commitment, the existence of professional civil liability insurance dedicated to the profession, as well as the affirmation of value added in interprofessional logic.

As a board in heritage management, Hausmann Heritage selects financial and real estate investment solutions to specialized institutions and is recognized for a clientele of private investors and professionals. Their main activities include financial investment advice, banking, life insurance and insurance brokerage, and real estate transactions. Hausmann Heritage can still ensure the intermediary in bank operations, the search for finance and services of independent Private Management and Wealth Management.

You are an individual, a company leader and you want to optimize your private or professional heritage, better place and invest, plan your estate and protect your family, you have a good address. You can also prepare your retirement, optimize the cash flow of your company or even your association. Finally, with Calci Heritage, you can still transfer or even transmit your company. Multiple possibilities that meet your expectations.

Independent leader of the board in heritage management, Cyrus Council assists you in defining your heritage strategy, optimizing your taxation, consulting your real estate and financial investments, preparing your transmission. Cyrus Council has departments serving your assets from 150 000 €: Private Management, Asset Management and Family Office.

Heritage and Finance is a company specialized in the management of heritage management, real estate brokerage and real estate investment created by two men: Stéphane Adjinsoff and Stéphane Soulier. Together, they decided to pool their skills and experiences in order to develop a quality board for a demanding clientele. In 2006, Heritage and Finance joined the Consultys Group, an association of approximately independent heritage management consultants across the territory. This technical platform allows us to maintain an evolving thread of the profession as long as legal and legal plans and thus work in a professional way with accountants, tax lawyers and notaries to optimize the result of a deep reflection.

The Agora Finance Group is a firm specializing in the management of financial and real estate assets. Approved by the AMF (AMF), this multidisciplinary company intervenes as much among individuals - financial investments, investment real estate and retirement preparation, succession, and both legal and tax - or professionals with its Salary savings plans, cash management and optimisation of the La. executives'remuneration or top-level sports, thanks to customized solutions tailored specifically to international investment problems, heritage creation, and tax optimization.

Florence Estienne, Marie Jeanselme and Patricia Rouvierde are all graduates in law, management, management… they have united their skills around a project: consulting in heritage management. Foresight, transmission, tax optimization, investment… they are real professionals of all the issues related to them and issue advice as we would deliver an order! Difference with other advisors? It has launched a training centre whose access is open to professionals and individuals. For example, a council may be financed through the right to the DIF (employees'rights): This is an opening to people who would not have had this approach at a priori for questions of means or of personal culture…

If you want to grow your savings or invest, but feel you don't have enough knowledge in the field, Yohan Coignion is here to help. Whether you're looking to diversify your investments or invest a large sum of money from an inheritance or the sale of a property, this wealth management expert will guide you to determine the investments best suited to your situation.

Miryana Markovic has been a wealth management consultant for over 10 years. Certified by the AMF, Autorité des Marchés Financiers, we can count on her continuous training to access the most relevant solutions adapted to our situation in order to optimize the management of our assets, even if it is modest. Indeed, preparing one's retirement, investing €10,000, preparing one's estate, answering questions about a blended family are all questions to be addressed. For very technical questions, Miryana can call upon the assistance of a specialist, tax lawyer, accountant, notary and loan broker. Her advice is aimed at families and individuals, but she can also intervene with entrepreneurs for cash flow management or employee savings, among others. How much will it cost you? Well, nothing. The asset assessment will be free. Afterwards, your consultant will be remunerated by her partners with whom you will make commitments, banks, insurances, promoters and other actors of the wealth management.