Consult Dauthuille Conseil Patrimoine

- Advice and support in managing and optimising your assets -

  • Fiscal

  • Donation

  • Transmission

  • Tax

  • Estate

  • Asset audit

  • Heritage study

Patrimoine

As part of an in-depth analysis of your private and professional assets, we provide you with individual support to help you realise your wealth management project.

Your assets are unique, and reflect the efforts and risks you have taken. To achieve this, I will work with you to develop a rigorous strategy to protect and develop your assets. 

 

As a wealth management advisor, I can provide you with regular monitoring and personalised advice.

My company is registered with the unique register of insurance, banking and finance intermediaries (ORIAS) under the registration number 19001536.

I am also certified by the Autorité des Marchés Financiers (AMF).

Put your trust in your financial adviser!

- My firm designs tailor-made wealth and financial solutions  -

I offer top-of-the-range services designed to structure and manage the assets of private investors (company directors, senior executives or owners of assets built up over several generations, working people, pensioners, etc.).

  • Carrying out a comprehensive asset audit
  • Drawing up your wealth strategy
  • Preparing for the transfer of your savings
  • Build up, preserve or enhance your financial assets
  • Preparing for your retirement
  • Protecting your spouse or loved ones
  • Optimising the taxation of your assets
  • Structuring your investment envelopes
  • Optimise the risk/return profile of your asset allocations
  • Selecting investments suited to market configurations
  • Monitoring and supervising your risk-taking

Access to personalised expertise tailored to your financial needs

- Take advantage of solutions that best meet your wealth management priorities and objectives -

You'll have a single point of contact, because I'm convinced that a human relationship is the key to tailor-made support.

Your wealth strategy will be perfectly tailored to your situation, your risk profile and your objectives.