Le conseil en organisation et en gestion de patrimoine :
* ingénierie patrimoniale
* approche globale du patrimoine privé et patrimoine entreprise
* analyse de points faibles et diagnostic
* proposition de réorganisation
* suivi de la mise en œuvre
Le conseil en investissement :
* choix des supports financiers
* sélection des gestionnaires
* allocation et répartitions des actifs
* suivi dans la durée
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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