Nathalie Adam

My job primarily consists of listening to you in order to carry out a personalized wealth assessment together. This in-depth study takes into account your family, tax, and professional contexts, as well as your life goals. To do this, I question you under the seal of professional secrecy to build a relationship of trust.

I offer pedagogical and objective long-term support. Unlike a traditional bank advisor who often manages over 500 clients and has cross-selling sales objectives, I commit to following a maximum of 200 clients. This choice guarantees high-quality follow-up and real availability for everyone.

My role is to inform you and support you on key issues:

Family Protection: Anticipate life's accidents to maintain financial balance and finance children's studies.

Retirement Preparation: Guarantee your standard of living and cope with rising healthcare costs.

Budget Management: Optimize your savings towards more profitable and secure investments than the Livret A.

Transmission: Anticipate to avoid high inheritance taxes (e.g., €30,000 to inherit the family home).

Taxation: Legally recover taxes "lost" to reinvest them in your own projects.

During a second meeting, I will present you with a tailor-made strategy (securities, life insurance, rental real estate, etc.). Once my advice has been implemented, we will establish at least an annual follow-up.

• • Development and management of a high-potential client portfolio.

• • Personalized advice on taxation, investments, retirement, and transmission.

• • Regular achievement of set commercial objectives.

• • HR supervision of three sites (approximately 150 employees).

• • Management of recruitment, payroll, training, social and disciplinary management.

• • Implementation of HRIS and inter-site administrative coordination.