Suitable solutions
Collect incomes
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Rental property with different tax envelopes
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REITS (Performance SCPI with Credit Facility)
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Capitalization contracts
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Life insurance with wide range access to funds favoring income distribution
Value your capital
Save for retirement
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Anticipate lower revenues and seek additional revenue
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Adapt gradually the profile of its financial assets
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Specific pension schemes: PER new retirement savings plan (PERIN-PERCAT-PERCOL)
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Use the company's systems (PEE, PERCO, incentive and participation
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Selection of equities, bonds, real estate, commodities, sector, geographic ...
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Financial portfolio (title account, PEA)
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REITS (SCPI, OPCI).
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Structured products (EMTN) profiled according to defined and accurate expectations.
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Precious metals
Plan you succession
Smooth taxes
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Opening life insurance contracts
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Underwriting contract
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Protect your spouse and verify the beneficiary clauses to update them if necessary.
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Donation of usufruct and donation sharing with balance.
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Selection of tax envelopes adapted for each investment
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Investment in funds dedicated to SMEs (FIP, FCPI, FCPR).
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Anticipating the transfer of assets through a donation-sharing or a modification of the matrimonial regime.
Taxation is merely an additional argument in favor of an investment but not its sole event
Specific needs
Estate assessement
