Wealthgen

Your assets must be harmoniously structured around your life choices. Our approach to wealth management aims to answer your questions - What are your projects and how to finance them?

Your situation - How to cope with tax changes, such as the "prélèvement à la sorce" (withholding tax) and the new "impôt sur la fortune immobilière" (real estate wealth tax). On your investments - Choosing the right investment vehicle: insurance ...

We help you to perpetuate your business by anticipating the problems it may face. We have 25 years of experience in advising entrepreneurs to - Optimize ...

We search for the best choice of financial products and investments (UCITS, SCPI, OPCI, structured funds...) and we propose you an asset allocation adapted to your objectives of return...

Our savings/retirement solutions When you retire, your income will be reduced by at least half. Wealth Generation helps you to prepare for this in the best possible way...

What are the challenges? - The increase in life expectancy - The programmed decrease in the amount of pensions - The low returns on investments without ...

Time is your best ally when it comes to safeguarding your estate. Prepare the transfer as early as possible - use the tax wrappers for donations as much as possible (bare ownership, usufruct, etc.).

Your situation Do you have cash to invest and are you mainly invested in euro funds? You wish to review the organization of your investments? Here are some tips to follow...

Created in 2008, Wealth Generation is a consulting firm in wealth management. Our objective is to help you to - Increase your wealth - Optimize your tax - ...