Asset audit aims to give you a global and comprehensive vision of your assets, to precisely identify your main objectives on a given time scale and your investor profile. The analysis must take into account your current situation and the strategy to achieve your goals. A mission letter formalizes our commitments on the following topics:

The increase in life expectancy, the global demographic changes, and insufficient state pensions force us to better prepare for retirement. Individual anticipation is nowadays recommended to develop a personalized, adapted, and flexible strategy throughout an individual’s career. Several solutions are available to provide a complementary income in the form of either a life annuity or a lump sum, while arranging and optimizing inheritance.