Asset management consultants Midi-Pyrénées

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.