Elysee Associates |
Financial services for individuals
Customised high-end solutions dedicated to private clients.
We develop legal and financial services, offering advice to individuals.
We master asset management solutions and wealth optimisation consulting.
for our customers wishing to extend our close trust relationship and our skills to their private concerns.
Advice, optimisation and financial asset management
- Analysis and financial optimisation of existing portfolio.
- Bespoke investment management (“Private Banking”) according to your needs and objectives; delegated management UCITS… up until the creation and implementation of dedicated legal entities (dedicated funds).
- If you wish, our team is also there to help you choose your wealth manager.
Patrimonial and estate balance sheets
- A legal and tax study and an investment analysis with a view to transfer
- Estimated taxes due to transmission.
- Structuring of investments for tax optimisation for the transfer.
- Projection and simulation of the most relevant transfer schemes.
Monitoring of regulatory changes and new financial products for proactive and always optimised advice : information, reallocations, arbitrations, new investments.
