What are your objectives?
For Fraselle Consultants, your objectives, projects and wealth management needs are our ‘raison d’etre’. We would be very happy to advise you and count you as one of our valued clients.
These are our client’s most common objectives:
- Creation of capital or optimization of existing savings,
- Creation of real estate investments or their optimization,
- Acquisition of a mortgage and the best loan insurance (with excellent guarantees and at the best price),
- Protection of a surviving-partner or family,
- Reduction in taxes,
- Financing a child’s studies,
- Financial assistance for children and grandchildren,
- Estate planning for transmission of your legacy to your heirs,
- Preparation for retirement,
- The creation of, or the disposal of, or the transmission of a company,
- The drafting of legal documents in accordance with corporate law and inheritance law.
Support for international investors:
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- If you are a fiscal resident in France, i.e. you pay your taxes in France, Fraselle Consultants has a wide range of solutions suitable for your situation;
- Or if you are an overseas fiscal resident Fraselle Consultants can offer Luxembourg based investment contracts.
SUPPORTING INTERNATIONAL INVESTORS
EITHER YOU ARE A TAX RESIDENT IN FRANCE:
Fraselle Consultants has developed solutions adapted to your situation.
OR YOU ARE A TAX RESIDENT OUTSIDE OF FRANCE:
In which case Fraselle Consultants has specific solutions for you using Luxembourg based contracts.
WHAT ARE YOUR NEEDS?
An independent wealth management consultant or ‘Conseiller en Gestion de Patrimoine Indépendant’ / CGPI – instead of a traditional banker or an insurance agent, can advise you independently in accordance with your needs:
- A Need for independent wealth management advice instead of the sale of financial products according to marketing campaigns. We say STOP to the mass scale distribution of financial products within wealth management.
- A Need to speak with a wealth management consultant who exercises good judgment, free will, transparency and clarity. We say STOP to consultants who are only shaped by their corporate culture.
- A Need to trust your wealth management consultant to protect your interests before their own. STOP shareholder profits (15 - 20%) at the expense of the customer’s interests.
- A Need to have access to engaged, reactive, advisors available '24h / 7'. STOP to the rotation of advisors, fixed office hours & incessant emails & mail.
- A Need to be well informed on which of several contracts, products and services are the most relevant to my situation. We say STOP the limited choice offered by banks and insurance companies.
