Freelancer profile translated to English.
Back to original languageAbout Samy
A wealth engineer by training (double master's in Law and Finance), I have specialized in various management companies on your favorite savings products: tax optimization, SCPIs, life insurance, crowdfunding, real estate...
An entrepreneur at heart, I also founded PROPRIUM, which assists you with the Occupied Sale.
French
Native or bilingual
Can work on-site
Paris (up to 50km), La Rochelle (up to 100km), Bordeaux (up to 100km), Lyon (up to 100km), Marseille (up to 100km)
Experience
- PROPRIUMWealth Management ExpertREAL ESTATEJanuary 2019 - Today (7 years and 5 months)Paris, FranceA wealth management advisor by profession, I also founded Proprium.For nearly ten years, I have been assisting owners and investors who often face the same issues.At Proprium, we have given ourselves a simple mission: to transform assets into life solutions – not just lines on an IFI declaration.We assist two, often complementary, clienteles:🔹 Sellers: Owners wishing to convert their property into cash, without permanently selling.Today, many owners, often seniors, live in properties whose financial potential they do not exploit. Through solutions like occupied annuity sale, naked ownership, or mortgage loans, they can:- Generate cash without permanently selling their home,- Finance a better quality of life, help their loved ones, or reduce their tax burden,- While maintaining a stable, controlled, and serene living environment.This is a significant psychological gain: staying in their home while regaining control of their financial future.🔹 Investors: Professionals or individuals seeking secure real estate investments with long-term visibility.They gain access to discounted properties, supported by a stable asset logic, with a very balanced risk/return profile. They invest for the long term, with purpose, supporting a smooth generational transition.Our mission: to propose the right strategy at the right time, combining a human approach, legal engineering, and financial stability.Each project is co-created, with pedagogy, transparency, and high standards. We work hand-in-hand with notaries, financial advisors, tax lawyers, and families to ensure every solution is fair, optimized, and sustainable.Are you concerned or curious? Let's talk.I will respond personally.
- CORUM L'EpargneWealth AdvisorBANKING AND INSURANCEJanuary 2018 - January 2020 (2 years)Paris, FranceSale and management from A to Z of a premium wealth client portfolio developed from 600 to 1800 clients.+60 million euros in individual collection.Mainly marketed products: bond funds, life insurance, SCPIs.An AMF (French Financial Markets Authority) inspection in 2018 (positive!) and significant regulatory changes in 2019 contributed to adding more flavor to this experience.A center of excellence that instilled in me a taste for professionalism, rigor, and customer satisfaction.
Reviews
Julien
am&JT
Reviewed on 2/20/2025
Professional, competent, and rigorous, I recommend.
L
Loizeau
Société civile
Reviewed on 1/9/2025
Extremely professional. Great service and great advice. The deliverables are goldmines of pedagogy and efficiency! It's incredible to discover so many possible and easily implemented optimizations when you know nothing about it. Thank you...!
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Education
- Master's in Finance: Engineering & Wealth Management, Legal, Tax, and Financial EngineeringUniversity of Bordeaux2018Master Finance: Ingénierie & Gestion du Patrimoine, Ingénierie juridique, fiscale et financière
- Master's in Estate Law, LawUniversity of Bordeaux2017Master Droit du patrimoine, Droit
Certifications
- Autorité des Marchés Financiers (AMF)Bärchen2018
- Real Estate and Business Property Transaction LicenseCCI Ile de France2022