Obtaining additional income for retirement, protecting your spouse and children, investing in real estate or the financial markets, facilitating transmission or inheritance… All this is possible thanks to effective personal wealth management. Whether it’s...
Your personal and financial situation is unique! That’s why it’s important to entrust its management to someone you can trust, who is competent, open-minded and attentive to your needs. With so many options available when it comes to choosing a wealth...
Corporate Social Responsibility (CSR) is a major challenge for our company and, more generally, for all companies. But it also raises many questions: what are the benefits? How do you go about implementing a CSR approach? What are the different approaches? This is...
Good wealth management often starts with a wealth assessment, which allows you to take stock and objectively define your personal needs and objectives in the short, medium and long term. This wealth assessment will then guide your wealth strategy. Balance sheet:...
In the life of a company, it can sometimes be necessary to change accountants. As a manager, this can seem complicated, even risky, and it’s often a case of putting off the deadline as long as possible. Yet changing accountants is a simple process, and one that...
