Freelancer profile translated to English.
Back to original languageAbout Vincent
A wealth management professional and real estate expert for over 15 years, I assist individuals, entrepreneurs, and executives in structuring, optimizing, and developing their assets. My background has provided me with solid expertise in real estate investment, wealth management strategy, taxation, financing, and asset allocation, with a global and pragmatic approach always tailored to my clients' objectives. I also address issues related to wealth creation, existing optimization, real estate project preparation, and long-term planning (retirement, inheritance, security). My support is based on three pillars: precise analysis, independent advice, and a sustainable vision, with a constant goal: to provide clear, coherent, and concrete solutions.
French
Native or bilingual
Can work on-site
Nantes (up to 50km)
Experience
- Groupe Immobilier NantaisFounderREAL ESTATEJune 2024 - Today (2 years and 2 months)Nantes, FranceFounder of the Nantes real estate group comprising the three brands Sud Loire Immobilier, Nord Loire Immobilier, and l'immobilier Nantais.
- FINANCE CONSEIL PATRIMOINEWealth Management Advisor / Member of the Filianse ProgramCONSULTING AND AUDITSOctober 2023 - Today (2 years and 10 months)Nantes, FranceWith over 15 years of experience in the real estate and wealth management sector, I assist individuals, entrepreneurs, and executives in building, optimizing, and enhancing their assets. My career has allowed me to develop a comprehensive vision encompassing real estate investment, taxation, financing, wealth structuring, and asset allocation. I am involved at every stage of the project, from analyzing the existing situation to implementing concrete solutions, with a personalized, independent, and long-term oriented approach. My goal is to provide clear, coherent, and tailored recommendations for each client's wealth management needs.
- Lux & InvestCEO - FounderLUXURY GOODSSeptember 2023 - Today (2 years and 11 months)Nantes, FranceThe Lux&Invest Club is a private network dedicated to entrepreneurs, investors, and executives seeking to structure, optimize, and develop their assets through a comprehensive and strategic approach. The club brings together experts in finance, investment, and real estate for qualified discussions, exclusive events, and personalized support. Its objective: to offer its members a clear, independent, and sustainable vision for their wealth management decisions, within a confidential and high-end framework. Lux&Invest is for those who seek more than just advice: a real dynamic of reflection, networking, and opportunities.
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Education
- CIF Financial Investment Advisor, Wealth ManagementJurisCampus2023CIF Conseiller en Investissement financier, Gestion de de patrimoine
- IOBSP Intermediary in banking and payment services, Finance, GeneralJurisCampus2023IOBSP Intermediaire en operation de banque et en service de paiement, Finance, général