AP Experts En Patrimoine

Counselor

• Conduct an in-depth audit of the client's wealth situation and identify their key objectives (tax, family, financial).
• Develop and present a tailored, clear, and well-supported wealth strategy leveraging multiple levers: real estate, insurance, investments, succession planning.
• Oversee the implementation of solutions with rigor and provide ongoing support to the client.
• Adhere to firm standards: compliance, ethics, quality of deliverables, responsiveness (<48 hours).
• Manage your activity entirely autonomously within a structured framework, without subordination.

Independent Wealth Advisor — High-Level Wealth Advisory

• Auditer en profondeur la situation patrimoniale du client et identifier ses objectifs clés (fiscaux, familiaux, économiques).
• Construire et présenter une stratégie patrimoniale sur mesure , claire et argumentée, mobilisant plusieurs leviers : immobilier, assurance, placement, transmission.
• Piloter la mise en place des solutions avec rigueur et accompagner le client dans la durée.
• Respecter les standards du cabinet : conformité, éthique, qualité de livrables, réactivité (<48h).
• Gérer votre activité en totale autonomie , dans un cadre structuré, sans subordination.

Mandataire Indépendant – Conseil Patrimonial Haut Niveau

• Conduct an in-depth audit of the client's wealth situation and identify their key objectives (tax, family, economic).
• Develop and present a bespoke, clear, and well-supported wealth strategy leveraging multiple levers: real estate, insurance, investments, succession planning.
• Oversee the implementation of solutions with rigor and provide ongoing client support.
• Adhere to firm standards: compliance, ethics, high-quality deliverables, responsiveness (<48 hours).
• Manage your activity completely autonomously, within a structured framework, without subordination.

Independent Wealth Advisor — High-Level Wealth Advisory

Mandataire Indépendant – Conseil Patrimonial Haut Niveau

Independent Representative – High-Level Wealth Advisor