Analyze and suggest
Connecting.
Our first meeting aims to introduce you to Libeccio Conseil and to explain our philosophy concerning wealth management. Special attention is devoted to the analysis of your situation in order to qualify your needs, your aspirations and your constraints. A letter of mission will indicate the progress of our intervention and the financial terms of this service.
Patrimonial Strategy.
This study aims to analyse to what extent and by what means it is possible to optimize some aspects of the management of your inheritance, in particular with regard to your family and professional situation but especially according to your personal objectives.
Assessment of your assets
Its objective is to carry out a detailed and exhaustive analysis of you wealth taking into account the civil, legal, financial, fiscal and social aspects.
Implementation and accompaniment.
Using the previous study carried out, an action plan can be implemented by scrupulously respecting the defined recommendations. Libeccio Conseil assists you and accompanies you during the different stages of the action plan. Afterwards we are at your side to follow the evolution of your situation and your investments with the help of regular points and recommendations related to the evolution of your situation and the economic environment.