Freelancer profile translated to English.

Description

A graduate in Wealth Management with several years of experience in Private Banking, I now specialize in assisting with wealth transfer and successions.

Do you wish to:

- anticipate the transfer of your assets during your lifetime,

- organize the protection of your loved ones,

- limit the inheritance tax for your heirs,

- avoid family conflicts to work towards a serene succession.

Or are you going through the succession of a loved one and feel lost in the face of the complexity of legal and tax concepts, the steps to take, etc.

I offer you tailor-made wealth management support to address your issues and needs in terms of transfer.

My approach is based on 3 pillars:

Knowledge, not sales: No financial products are sold; the objective of this support is to provide you with the necessary knowledge to understand the fundamentals of wealth transfer.
Tailor-made synthetic materials to support our discussions: you benefit from personalized presentations and financial simulations to illustrate our points.
Autonomy: my goal is to give you the keys to be able to make the choices that best suit your needs and your wealth objectives.

Industry field of expertise

Languages

French
Native or bilingual

Workplace preferences

Can work on-site

Maisons-Laffitte (up to 50km)

AF Patrimoine
Wealth Transfer and Succession Consultant
LEGAL
August 2023 - Today (2 years and 9 months)
Paris, France
AF Coach
Professional Conflict Management Coach
EDUCATION AND E-LEARNING
June 2022 - August 2023 (1 year and 3 months)
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CA Indosuez Wealth Management
Wealth Management Research Officer
BANKING AND INSURANCE
January 2017 - April 2021 (4 years and 4 months)
Paris, France