Freelancer profile translated to English.

Description

Your assets deserve better than a simple savings account!

💡 Did you know that on average, poorly optimized assets can lead to a loss of value of up to 30% due to taxes, hidden fees, and inflation? Many French people think that saving is enough to secure their future, but without a suitable strategy, their money loses value over the years.

As the director of Eiffel Patrimoine, I help employees, executives, and liberal professionals to structure, secure, and enhance their assets with a tailor-made and effective approach. My role? To give you the keys to make the right choices, anticipate the future, and transform your savings into a real growth lever.

My expertise to accelerate your success:

✔ Personalized wealth strategy – Secure, transmit, and intelligently grow your capital.

✔ Profitable financial investments – Life insurance, retirement savings plans, capitalization contracts adapted to your goals.

✔ High-performing rental real estate – LMNP, co-living, SCPI… Strategic and optimized investments.

✔ Tax optimization and reduction – Maximize profitability by reducing taxes.

✔ Expert and independent support – Personalized follow-up to make the best decisions.

Don't let uncertainty hinder your projects!

Contact me on Malt for tailor-made and effective support.

Industry field of expertise

Languages

French
Native or bilingual

Workplace preferences

Can work on-site

Paris (up to 50km)

Eiffel Patrimoine
Director
April 2024 - Today (2 years and 2 months)
Paris, France
As the director of Eiffel Patrimoine, I assist liberal professionals, entrepreneurs, and executives in structuring, optimizing, and enhancing their assets. My approach is based on a clear, long-term vision, ensuring my clients a sustainable strategy and maximization of their investments.

💡 Studies show that over 60% of French people feel they lack support in managing their savings and investments. Yet, a well-thought-out strategy can transform capital into a real lever for growth and protection.

Missions & Areas of Expertise
✅ Asset Organization and Structuring

Conducting a comprehensive wealth assessment to build a tailor-made strategy.
Optimizing taxation, wealth transfer, and asset protection.
✅ Trust and Long-Term Support

Evolving strategy to adapt to life changes and market opportunities.
Transparency and education for full control over wealth management decisions.
✅ Investments & Savings Enhancement

Advice on financial investments (life insurance, retirement savings plans, capitalization contracts).
Value enhancement strategies to turn savings into a driver for project financing.
✅ Rental Real Estate & Paper Real Estate

Furnished rental investment (LMNP): attractive returns and optimized taxation.
Selection of the best real estate opportunities, adapted to wealth management objectives.
Optimization of legal and tax structures (SCI, holding, undivided ownership, etc.).
Access to paper real estate investments (SCPI, OPCI, listed real estate companies).
✅ Taxation & Legal Optimization

Tax reduction strategies tailored to each profile.
Support on legal structuring and wealth transfer.
ATARAXIA Patrimoine
Wealth Advisor
September 2019 - March 2024 (4 years and 6 months)
Paris, France

Expert in Wealth Management and Strategic Support

As a Manager at ATARAXIA Patrimoine, I assist liberal professionals and business leaders in optimizing and securing their assets. My role extends beyond financial advice; I focus on global investment strategies, tax optimization, and asset protection.

Missions and Expertise:
✅ Strategic Wealth Management:

Conducting in-depth wealth assessments to establish a clear and detailed view of clients' financial and real estate assets.
Developing investment strategies tailored to each client's specific goals and constraints.
✅ Financial and Real Estate Investments:

Advice on financial investments: life insurance, capitalization contracts, PER (Retirement Savings Plan), and customized asset allocation.
Development and diversification of real estate assets, identifying investment opportunities aligned with wealth management objectives.
✅ Tax and Legal Optimization:

Assisting clients with the tax and legal aspects of their assets to maximize returns while minimizing risks.
Implementing personalized solutions for wealth transfer and protection of loved ones.
✅ Development and Leadership:

Supervising and supporting teams of wealth advisors to ensure excellent service.
Developing and retaining a client portfolio through tailor-made support and a proactive approach to wealth management needs.
Accenture
Intern
September 2017 - August 2018 (11 months)
Paris, France
At Accenture Strategy, I participated in strategic consulting missions for major companies, assisting them in their organizational, digital, and operational transformation.

Missions & Achievements:
✅ Strategic Analysis and Diagnosis: In-depth study of markets, industry trends, and business models to help clients refine their positioning.
✅ Performance Optimization: Recommendations on cost reduction, process improvement, and digital transformation.
✅ Financial Modeling and Business Plans: Development of investment scenarios and performance indicators to support decision-making.
✅ Management Support: Participation in strategic workshops and contribution to deliverables for executive committees.

This internship allowed me to develop sharp analytical skills, the ability to structure effective strategies, and a results-oriented approach, which are essential today in my wealth management support.