Orientation patrimoniale

Heritage orientation

It is about examining the situation that the client presents, and according to its objectives, propose scenarios, which are then possibly put in place.

The whole takes place in 5 steps with an interview and further research of a maximum of 15 hours.

The steps are

  • State of affairs / customer profile
  • Evaluation of scenarios
  • Intervention of an expert if necessary
  • Final offer
  • Implementation

Pricing on request

If traveling abroad, package proposal.