Freelancer profile translated to English.
Back to original languageAbout Johann
Independent wealth manager, I assist my various clients with the following services:
- - Asset Audit and Review
- - Investment Advice
- - Life Insurance / Contingency
- - Transfer / Gift
- - Tax Advice / Tax Optimization
- - Retirement
- - New or existing real estate
For 10 years, I have assisted over 90 executives in managing their private or professional assets.
Here are the missions I regularly undertake
Asset Audit and Review
- Wealth management
- Financial advice
- Succession
- Gift
Investment Advice
- Real Estate Investment
- Private Equity Investment
- LMNP / SCPI / SCI Investment
- Treasury management
- Employee savings plan
- Holding company
Life Insurance / Contingency
Retirement
- Supplementary retirement
- Succession
Transfer / Gift
- Business transfer
- Wealth transfer
- Inter vivos gift
Tax Advice
- Tax optimization
- Choice of legal structures
- Remuneration optimization
- Malraux tax exemption
A few words about my background:
→ Director and consultant at Pavillon Bleu: supporting business leaders, freelancers
-> Director and consultant for a consulting firm for healthcare professionals. Partnered with two dental surgeons based in Marseille.
→ Director and consultant for the wealth management division of an accounting firm with 40 employees. Based in Marseille and Saint-Maximin.
→ Director and consultant for a consulting firm for professional athletes. Partnered with a player agent. Based in Aix en Provence.
Need Wealth Management advice?
Looking for an independent expert for your investments?
Do not hesitate to contact me!
French
Native or bilingual
English
Conversational
Remote only
Primarily works remotely
Experience
- Cecile Martial
On Malt
Tax declaration assistance missionJune 2024 - June 2024Paris, France - Pavillon BleuWealth ManagementCONSULTING AND AUDITSOctober 2012 - Today (13 years and 8 months)Toulon, FranceWealth management and planning advisor, offering personalized investment, tax optimization, and advisory solutions after analyzing the client's asset situation.Wealth ManagementReal Estate InvestmentTax AdvicePrivate EquityTreasuryContingencyRetirement
- Expera Conseils PatrimoineExecutive DirectorCONSULTING AND AUDITSSeptember 2019 - Today (6 years and 9 months)Marseille, FranceWealth management advice for the client base of the accounting firm Expera Conseils.Wealth ManagementReal Estate InvestmentTax AdvicePrivate EquityTreasuryContingencyRetirement
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Education
- Bachelor's Degree, Financial Markets with a specialization in Banking-InsuranceUniversité du Sud Toulon Var2012Licence, Finance de marché option banque-assurance
- DEUST, Marketing of financial productsUniversité du Sud Toulon Var2011DEUST, Commercialisation des produits financiers