Our Expertise

Asset management

A clear approach that is accessible to all is essential to integrate heritage and tax balances. It is important that everyone can understand and monitor these financial assessments to better manage their wealth and tax obligations. Thanks to a transparent and educational approach, it is possible to optimize your financial situation and make informed decisions. Thus, by understanding the ins and outs of wealth and tax balance sheets, everyone can act with full knowledge of the facts to achieve their financial goals.

Financial services to the person

We are proud to present our unique service on the market, which aims to offer administrative and financial support to people often forgotten. We work with town halls, nursing homes, residences for the elderly and also at home, to provide administrative assistance and support financial management. Our goal is to simplify the life of our clients by helping them navigate through administrative and financial tasks, for example we offer direct support in banking. We believe in taking care of those who can sometimes be overlooked, and we are committed to providing quality service to meet their needs.

Coaching

Whether you are an individual looking to better manage your finances and your knowledge of the financial markets, or a company looking to optimize its assets, our customized training will meet your needs. We propose to train you in the fight against cybercrime in order to protect you from increasing fraud.

We also offer masterclasses dedicated to companies to meet the needs of their employees on the optimization of their savings or real estate acquisition.

Specific accompaniments

Non-residents, athletes, business leaders... With our experience in Cannes and Nice, we have exclusive skills to deal with these atypical cases. You are no longer alone, we can support you. Whether for investment advice, wealth management or administrative solutions, we are here to offer you personalized and quality support. Thanks to our expertise in these specific areas, we can help you make the best decisions and save you time. Please contact us to learn more about our services and how we can help you achieve your goals.

I specifically accompanied several foreign clients in operations to find banks that meet their expectations I have a real know-how in this area especially having worked on Cannes. This is a unique service on the French Riviera!