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.