AP Experts En Patrimoine

Counselor

• Conduct a thorough audit of the client’s wealth situation and identify their key objectives (taxation, family, financial).
• Develop and present a tailored, clear and well‑argued wealth strategy that mobilizes multiple levers: real estate, insurance, investments, wealth transfer.
• Oversee the implementation of solutions with rigor and provide ongoing support to the client.
• Adhere to the firm’s standards: compliance, ethics, quality of deliverables, responsiveness (<48h).
• Manage your activity entirely autonomously within a structured framework, without subordination.

Independent Representative – High-Level Wealth Advisory