Freelancer profile translated to English.
Back to original languageAbout Dimitri
Wealth Management Advisor for Entrepreneurs – Optimize your professional & personal assets
Expert in wealth management, tax law, and real estate consulting for business leaders and self-employed individuals.
Your business is running, but is your personal wealth performing as well?
Your challenges are:
→ Reduce the tax impact of your professional and personal income.
→ Protect your assets against economic uncertainties.
→ Prepare for the transmission of your assets.
Clear and actionable solutions:
✅ Wealth assessment: analysis of your cash flows (dividends, capital gains, remuneration) to optimize your taxation (SCI, holding company, etc.).
✅ Asset-liability management: balance your investments according to your risk appetite.
✅ Tax law: strategies to deduct your expenses, defer your taxes, or benefit from tax schemes.
✅ Financial investment advisory (CIF): investments adapted to your cash flow and time horizon.
Why do entrepreneurs trust me?
🔹 Let's talk business: I understand your constraints (cash flow, time, risk) and offer jargon-free solutions.
🔹 Concrete examples:
→ A client reduced their income tax by 30% by restructuring their remuneration.
→ A director secured €500,000 through an SCI to transfer her real estate assets to her children.
→ A self-employed professional is reducing their income tax by €50,000 and accumulating €2 million by the end of our support.
🔹 Expert network: notaries, tax lawyers, and fund managers for turnkey solutions.
💡 “Well-managed wealth means a more serene business.”
📅 Let's take 15 minutes to identify your optimization levers – first audit offered.
Dimitri VALSOT
Graduate in Civil and Tax Law, University of Toulouse Capitole 2.
Graduate in Real Estate Law, Gustave Eiffel University.
AMF Certification, French Society of Financial Analysts (SFAF)
IAS, IOB, CIF Certifications.
Orias Number 20 000 561
Professional Card CCI of Yonne
French
Native or bilingual
Can work on-site
Sens (up to 50km), Paris (up to 50km)
Experience
- Whole PearPresidentCONSULTING AND AUDITSSeptember 2019 - Today (6 years and 9 months)89100 Sens, FranceConsulting on tax optimization related to income or inheritance. Financing and insurance related to business or wealth management. Credit consolidation. Financial and real estate investment consulting.
- ICA patrimoineReal Estate Tax Reduction Sales AgentREAL ESTATESeptember 2010 - December 2019 (9 years and 3 months)Toulouse, FranceStudy and implementation of real estate investments with tax optimization (Scellier law, Duflot, Pinel, Malraux, De Normandie, Censi Bouvard, property deficit)
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Education
- MASTER Certificate CGP, Civil Law, Tax Law, Insurance Code, and Asset AllocationJurisCampus2022MASTER Certificat CGP, Droit civil, fiscal, code des assurances et allocations d'actifs
- DU in Real Estate Asset Engineering and Management, Real Estate LawGustave Eiffel University2021DU INGENIERIE ET MANAGEMENT DES PATRIMOINES IMMOBILIERS, Droit immobilier
Certifications
- AMFFinancial Markets Authority