WEALTH MANAGEMENT

Wealth management is a crucial step, whether you’re a company director or an individual, to optimize your tax situation and prepare for your retirement. At RODEC Conseils, located in Levallois-Perret, France, we offer you tailor-made support to secure and grow your assets while taking into account your long-term objectives.

Thanks to an audit of your assets, pension and social protection situation, we can provide you with specific advice tailored to your needs.

Wealth Assessment

Carrying out a complete diagnosis of your wealth situation to identify optimization opportunities and potential risks. This is a discovery phase that will enable us to understand your professional and personal situation, your resources and expenses, and your tax situation. This stage will enable us to define your priorities and prioritize your objectives.

Tax Optimization Consulting

Drawing up personalized strategies to reduce your tax burden, taking advantage of the legal and tax niches adapted to your situation.

Retirement Planning

As your chartered accountant firm help you anticipate and structure your retirement savings to guarantee a comfortable standard of living in line with your expectations. We’ll then propose a strategy with specific investments and adaptation of existing assets.

Financial and Real Estate Investments

Providing counsel on the most appropriate investment choices, assessing their profitability and their fit with your overall asset management strategy.

Wealth Protection

We put in place solutions to protect your assets against life hazards, including appropriate insurance and provident schemes.

Wealth Transfer

We can help you prepare for the transfer of your assets, optimizing tax aspects and respecting your wishes.

• Multidisciplinary Expertise
• Absolute confidentiality
• Innovative Solutions
• Personalized Support

Wealth management with RODEC Conseils is the key to securing your financial future and that of your loved ones. By entrusting us with the management of your assets, you can enjoy peace of mind in the knowledge that every aspect of your wealth is being managed with care and expertise. Contact us to start your personalized asset management journey.

Wealth Management Definition?

It is the optimization and protection of all the assets of a person or family, including financial assets, real estate and associated rights.

When should I start planning my retirement?

It is generally advised to start as early as possible, ideally at the beginning of your professional career, to benefit fully from the effects of capitalization.

Is wealth management just for the wealthy?

No, it is for everyone, regardless of the size of their assets. Every situation can benefit from a tailored optimization strategy.