WEALTH MANAGEMENT

Organize, develop and protect your assets with the advice of a trusted, independent partner

How we SUPPORT YOU

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Organizing and optimizing your assets

Use the potential of each holding option

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Build your wealth and prepare for the future

Strengthen and redirect your wealth management strategy with a view to investment and sustainable growth

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Protect

Enjoy peace of mind by protecting yourself, your employees and those around you.

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Send

Anticipate the transfer of your assets

Organizing and optimizing your assets

You want to pursue an investment strategy and are wondering about possible holding options (PEA, securities account, SCI, LMNP, etc.).

Our multi-disciplinary expertise provides you with a high level of independent advice.

Organiser et optimiser Gestion de patrimoine
Preparer l avenir Gestion de patrimoine

Build your wealth and prepare for the future

You want to strengthen and redirect your wealth management strategy with a view to investment and sustainable growth.

Together, we define your strategy and draw on a network of partners to offer you products that meet your needs.

Protect

You want to protect your employees or loved ones from life’s difficulties.

Together, we assess the level of coverage you require and draw on a network of partners to offer you products that meet your needs.

Proteger Gestion de patrimoine
Transmettre Gestion de Patrimoine

Send

You want to anticipate the transfer of your assets.

Together, we will define a transmission plan that is consistent with your personal and professional objectives.

Our proposal support

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Qualification

We carry out an initial assessment of your support needs

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Recommendations

We can advise you on your wealth strategy and how it fits in with your personal and professional goals.

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Implementation

 

We implement your wealth strategy with our network of partners

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Meeting every 3 to 6 months

We regularly exchange information on the evolution of your situation and on possible new actions.

Our network of partners

Discover the partners we work with to bring you solutions tailored to your needs:

Our latest news WEALTH MANAGEMENT

5 Tips for managing your personal assets

Obtaining additional income for retirement, protecting your spouse and children, investing in real estate or the financial markets, facilitating transmission or inheritance... All this is possible thanks to effective personal wealth management. Whether it's €1,000 or...

Choosing the right Wealth Management Advisor?

Your personal and financial situation is unique! That's why it's important to entrust its management to someone you can trust, who is competent, open-minded and attentive to your needs. With so many options available when it comes to choosing a wealth management...

Why carry out an asset assessment?

Good wealth management often starts with a wealth assessment, which allows you to take stock and objectively define your personal needs and objectives in the short, medium and long term. This wealth assessment will then guide your wealth strategy. Balance sheet:...

Our advisors WEALTH MANAGEMENT

Pierre-Louis Guiller

Pierre-Louis Guiller

Development Manager, Partner Altermès Patrimoine

plguiller@altermes.fr
+33 1 88 38 09 80

Rémy Brachet

Rémy Brachet

Chartered Accountant and Statutory Auditor, Partner Altermès

rbrachet@altermes.fr
+33 1 88 38 09 80

Contact us

 

Not a minute to lose

+33 (0)1 88 38 09 80

Make an appointment

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