PLEION Investment Adviser - Gestion De Fortune

We start with a clear understanding of your vision.

The objective of our discovery session is to learn about you, your values, challenges and goals. Understanding your goals are the reasons behind our recommendations and strategies. It also provides an opportunity for you to get to know us.

Discovery

Through our 38 years of experience, it has been clear to us that following conventional processes will only make you become one among others. This is why we have developed our own stage gate model geared towards your ultimate benefit. A clear understanding of your goals start from an in-depth discussion to define your personal and investment objectives.

We understand that your needs are unique and we devote the resources required to understand your personal situation, so that we can offer you world class solutions suited to your objectives.

We offer an individual wealth management methodology that takes into account your assets and liabilities. During our discovery process session we discuss various wealth management vehicles such as trusts, structures, foundations, how domiciliation or relocation influences your overall wealth situation.

As an Independent Wealth Adviser for our private Ultra High Net Worth clientele, we seek continuity of your wealth for current and future generations with the help of our close partners in Family Office wealth planning.

 

Get to our next page: Analysis

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