WEALTH MANAGEMENT
Organize, develop and protect your assets with the advice of a trusted, independent partner
How we SUPPORT YOU
Organizing and optimizing your assets
Use the potential of each holding option
Build your wealth and prepare for the future
Strengthen and redirect your wealth management strategy with a view to investment and sustainable growth
Protect
Enjoy peace of mind by protecting yourself, your employees and those around you.
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.
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.
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
Qualification
We carry out an initial assessment of your support needs
Recommendations
We can advise you on your wealth strategy and how it fits in with your personal and professional goals.
Implementation
We implement your wealth strategy with our network of partners
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
Development Manager, Partner Altermès Patrimoine
plguiller@altermes.fr
+33 1 88 38 09 80
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
