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Le conseiller en gestion de patrimoine indépendant a la liberté de vous proposer en toute objectivité, les solutions les plus adéquates.

  • Notre rigueur et notre philantropie sont les clés de notre réussite. Faire le choix d’un conseil en gestion de patrimoine indépendent signifie d’entamer une relation professionnelle de confiance inscrite sur le long terme.
  • Nous réalisons avec vous vos projets particuliers, professionnels ou associatifs en collaboration avec les différents experts (notaires, avocats, experts comptables…).

 

Notre conseil et nos partenaires sélectionnés avec soin vous permettrons d’accéder à des solutions optimales.

Gérant d’Entreprise

La situation du dirigeant nécessite une approche bien spécifique dans la mesure où il doit constamment faire le lien entre ses deux patrimoines, professionnel et personnel, qui au final n’en font qu’un. L’ingénieur patrimonial accompagne votre conseiller entreprise et dirigeant UFF afin de vous apporter des solutions pérennes aux différentes problématiques

Particuliers

Selon vos priorités et choix de vie, l’ingénieur patrimonial réalise une analyse globale de votre situation patrimoniale puis élabore en collaboration avec votre conseiller en gestion de patrimoine UFF, la stratégie d’investissement la mieux adaptée à vos objectifs et à votre tempérament d’investisseur.

«

Parce que chaque parcours est unique, les solutions toutes faites ne sont pas adaptées. C’est pourquoi, l’Ingénieur Patrimonial est en mesure de répondre à chaque situation.

«

Vidéo

Elanthia

est membre de la Chambre CNCGP

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