INVESTFI
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Who is PROFESSIONALS? The Heritage Management Advisor is a professional from the world of finance, insurance, law, who holds a degree in wealth management. There are about 3 500 in France. What is he doing? It establishes a heritage balance sheet, advises on the heritage organizational strategies best suited to the client profile and achievement of its objectives. How does he proceed? Its expertise and independence from any financial institution ensures optimal advice and follow-up in its customer relationship. The ultimate goal is to create its heritage, develop it, get income and transmit it! So don't hesitate to call on these advisors, because contrary to the ideas received, they are not reserved for big fortunes.
Did you know? This review was written by our professional authors.
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