Raphaël Baltzer

Within a wealth management firm, I have the opportunity to support executives in developing their private wealth, integrating their business as a central element of this whole. Working closely with them, I advise them on various investment strategies, particularly in real estate, to diversify their income streams.

This experience is crucial for developing my expertise, allowing me to gain a deep understanding of the financial challenges faced by business leaders. I help many executives optimize their wealth and make strategic decisions for managing their assets, thus ensuring the financial health of their companies.

I strive to maximize the value of their business for a potential sale or transfer to the next generation. By evaluating assets and implementing valuation strategies, I help executives make informed decisions that strengthen not only their company's financial health but also their personal wealth.

My approach aims to create a balance between their personal and professional financial goals, offering tailored support that considers their specific aspirations and challenges. Working on sensitive topics such as wealth management has taught me the importance of long-term planning. Today, I use this expertise to help my clients make informed decisions, while applying financial risk management principles to optimize their resources and support their growth.

By implementing numerous management software solutions in companies in the region, I was able to master the best management solutions and optimization processes by collaborating closely with these leaders, which allowed me to quickly build a profitable and prosperous company.

I started as a freelancer in 2005 and held all positions within the company until reaching the executive level. Thanks to this approach, I no longer had to perform commercial or technical services, which facilitated the sale of the company in 2016. Indeed, it operated autonomously, without my on-site presence.

The art of leadership lies in the ability to inspire and mobilize individuals towards a common goal, while fostering an environment of trust and innovation.

Consultant for SAGE Line 100 business management software.

Installation, configuration, and integration into the existing organization of commercial management, accounting and financial management, and payroll management software within companies of 10 to 100 employees.