Insurance brokerage
We protect your life, your loved ones and your assets with an irreproachable architecture of solutions. Insurance designed as a strategic, discreet and complete bulwark, integrated into your wealth strategy.
SERVICES

Protecting what really matters

We select the best insurance solutions to protect the people, property and business of managers and their families.

Personal protection

Mutual insurance, pension, borrower insurance, coverage of risks related to the manager and members of his family.

Securing assets

Occupational risks, Industrial risks, Technical risks, Professional liability insurance, Cyber insurance, coverage for risks related to your assets and civil liabilities.

Full control over conditions

Open architecture, rigorous negotiation and continuous contract monitoring to avoid any insurance blind spots.

Wealth management is only complete if it is securely protected.

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Donation-sharing: Optimizing the transmission of your assets with legal and fiscal security

Donation-sharing: Optimizing the transmission of your assets with legal and fiscal security

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OBO (Owner Buy Out): Understanding the purchase of your business by yourself

OBO (Owner Buy Out): Understanding the purchase of your business by yourself

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The temporary transfer of usufruct of commercial real estate: a lever for fiscal and asset optimization

The temporary transfer of usufruct of commercial real estate: a lever for fiscal and asset optimization

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