Our expertise / our services
The wealth management team
Our wealth managers interact directly with your own teams to help them deal with specific life insurance or personal risk insurance issues.
Our wealth management team comprises five multidisciplinary experts with skills in property law, civil law, tax law, company law and insurance law.
Their professional experience within law firms, notaries' offices, private banks and high street banks represents an important added strength.
Wealth managers also play an essential role in helping to resolve operational problems linked to the specific features of some offers.