Édifice Patrimonia dispose de toutes les compétences nécessaires pour vous accompagner avec pertinence dans la réalisation de vos objectifs patrimoniaux :
Développement de vos revenus
Immobiliers
Financiers
Professionnels
Valorisation de votre patrimoine
Épargne financière
Acquisition immobilière
Assurance-vie
Maitrise de votre fiscalité
Dispositif immobilier
Investissement FIP / FCPI
Organisation du patrimoine
Amélioration du reste à vivre
Protection de votre famille
Régime matrimoniaux
Clauses et libéralités
Succession et transmission
Retraite
Bilan retraite
Épargne retraite
Constitution de revenus complémentaires
Chef d’entreprise
Détention immobilière
Rémunération annexe
Cession et transmission
Placement et trésorerie
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