Meeting
Understanding your situation, priorities and decision horizon.
Wealth management
A clear direction for your wealth strategy.
Libeccio Conseil helps private clients, self-employed professionals and business owners define, structure and monitor a tailored wealth strategy, in France and abroad.
Western Paris
Libeccio
Libeccio is a south-westerly wind blowing in Corsica and Italy — a subtle idea of direction, movement and long-term guidance.
Direction
Libeccio Conseil turns a sometimes scattered situation into a clear, monitored and understandable trajectory.
Local wealth advisory
Why work with a wealth management advisor?
- Have an attentive and available point of contact.
- Benefit from objective advice backed by extensive experience.
- Draw on cross-disciplinary expertise in financial investments, real estate, taxation and law.
- Establish an objective and thorough wealth assessment.
- Review a tailored solution presented with clarity and care.
- Consider a range of solutions, from the most traditional to the most innovative.
- Rely on Libeccio Conseil’s responsiveness to changes in the environment.
- Benefit from aligned interests within a long-term relationship.
- Gain visibility founded on mutual trust.
Method
A clear method, step by step
Analysis
Building an objective reading of your wealth structure.
Recommendations
Identifying solutions aligned with your goals and constraints.
Follow-up
Adapting decisions to personal, economic and regulatory changes.
A global view
From budget to assets, every parameter matters.
The analysis relates your budget and circumstances to your objectives and constraints before reviewing every component of your wealth.
Objectives and constraintsBudget and circumstances
- Cash
- Equities
- Bonds
- Gold
- Real estate
- SCPI funds
- Property development