Your assets must be harmoniously structured around your life choices. Our wealth management approach aims to answer your problems - What are your projects and how to finance them?
Wealthgen
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Your situation How to mitigate tax scheme amendment, direct tax debit, new real estate wealth tax. On your investments - Choosing the right investment vehicule : insurance
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We help you to make your business sustainable by anticipating the problems it might face We have 25 years of experience in advising entrepreneurs on how to - Optimize their business...
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We seek for you the best choice of financial products and investments (UCITS, SCPI, OPCI, structured funds...) and we propose you an asset allocation adapted to your performance objectives.
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Our savings/retirement solutions When you retire, your cash flow will be reduced by at least half, and you will need additional income. Wealth Generation helps you to prepare as well as possible...
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What are the challenges? - Longer life expectancy - Scheduled decrease in pension amounts - Low investment returns without a significant increase in the...
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Time is your best ally in making your assets last. Prepare the transmission as soon as possible - use as much as possible the tax envelopes of the donations (bare ownership, usufruct, etc.).
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Your situation Do you have cash to invest? Are you mainly invested in euro funds? Do you wish to review the balance of your investments? Some advice to follow...
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Created in 2008, Wealth Generation is a consultancy firm provideing independent financial advice. Our mission is to help you to - increase the value of your investments- Optimize your tax regimes -...