Asset management consultants New Aquitaine

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.