Conseil patrimonial

Conseil patrimonial

A consultation around a specific question or theme.

The interview takes place over a period of maximum 3 hours including the research work that may be necessary to complete the advice.

Topics / Themes

  • Distribution of wealth
  • “Quick” overview of existing life insurance
  • Advice on a specific financial investment
  • Modality to put in place for the financing of a project …

Pricing upon request

If traveling abroad, package proposal.