Freelancer profile translated to English.
Back to original languageAbout Joseph
Hello,
I am Joseph Zelhof, founding partner of Racine Patrimoine.
Racine Patrimoine is a wealth management firm whose goal is to provide you with technical expertise in every area of wealth management within a complete, global, and tailor-made service.
In order to better support you and offer you the best strategy, we base our approach on your life projects and your short, medium, and long-term objectives.
Our main activities include: real estate investment, management of your financial assets, optimization of your taxation (income tax, corporate tax, property tax), retirement planning, obtaining the best financing conditions, transfer of your private and/or professional assets, provident insurance, and optimization of your company's cash flow.
We look forward to assisting you.
French
Native or bilingual
English
Fluent
Spanish
Conversational
Can work on-site
Antibes (up to 50km), Cannes (up to 50km), Nice (up to 50km), Saint-Tropez (up to 50km), Mougins (up to 50km)
Experience
- Racine PatrimoineFounding PartnerCONSULTING AND AUDITSJanuary 2021 - Today (5 years and 5 months)Paris, FranceRacine Patrimoine is a wealth management firm whose goal is to provide you with technical expertise in every area of wealth management within a complete, global, and tailor-made service.In order to better support you and offer you the best strategy, we base our approach on your life projects and your short, medium, and long-term objectives.Our main activities include: real estate investment, management of your financial assets, optimization of your taxation (income tax, corporate tax, property tax), retirement planning, obtaining the best financing conditions, transfer of your private and/or professional assets, provident insurance, and optimization of your company's cash flow.www.racine-patrimoine.com
- Via La Plateforme PatrimonialeWealth ManagerCONSULTING AND AUDITSJanuary 2018 - January 2021 (3 years)Paris, France
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Education
- Financial EngineeringUniversité Paris-Dauphine2016
Certifications
- Financial Investment Advisor CertificationAMF2018
- Insurance Broker CertificationACPR2018