Wealth Strategy Services
Wealth management is a crucial step to preserve, grow, and transfer your assets under the best possible conditions. Cabinet Gameiro supports you in creating a tailor-made wealth strategy, aligned with your personal and professional goals while considering fiscal, legal, and financial aspects.
Analysis of Wealth Situation
We conduct a comprehensive assessment to better understand your needs:
- Identification and valuation of your assets.
- Evaluation of your financial, fiscal, and legal situation.
- Definition of short, medium, and long-term goals (savings, retirement, succession).
Tax Optimization of Wealth
Reduce your tax burden while maximizing returns:
- Advice on tax-efficient solutions (rental property, tax exemptions).
- Structuring investments to minimize income tax and wealth tax (IFI).
- Management of donations and inheritances for optimized asset transfer.
Compensation Strategy and Arbitration
Optimize your professional income while maximizing tax benefits:
- Personalized analysis to determine the best balance between salary and dividends based on your situation.
- Tailored arbitration according to your financial needs and short, medium, or long-term projects.
- Legal and fiscal support to secure your choices and comply with legal obligations.
A comprehensive service to ensure optimal management of your professional income.
Coordination with Other Partners
- Notary: Drafting and implementation of legal structures (wills, donations, SCI).
- Insurer: Advice to protect your loved ones (insurance, welfare plans).
- Bank/Insurer: Investment advice (life insurance, PEA, retirement savings).
Why Choose Cabinet Gameiro?
Tailored Support
Proximity and Responsiveness
Multisector Expertise
Contact Us Today!
Take control of your wealth with personalized support. Cabinet Gameiro is here to help you secure your future and that of your loved ones.