- Helping you position yourself in your choices
- Helping you to realise a concrete project
- To assist you on your daily basis
- To assist you fiscally
We take action in the heart of your private and professional wealth situation, considering the current civil and fiscal legislation, whatever your age and your living situation.
Wealth auditing : we set up a wealth strategy and provide solutions and goals to achieve objectives through a written report in four distinct steps :
- A presentation
- An analysis
- A strategy
- A general overview
Periodic advice : We provide an answer to a clear question through a written report in four steps :
- A presentationAn analysis
- A strategy
- A general overview
Patrimonial follow-up and advice subscription.
You have the right to require regular monitoring of your situation.
We keep you informed about the legislation, trend of the markets : we also are able to advise you about the possibles modifications to apply.
This mission for a calendar year also allows you to benefit from our assistance to fulfill your annual tax obligations.
Implementation : In the field of investments, we provide the best concretes and suitables solutions to your criteria and our recommendations in accordance with the profile we have previously determined together.
We select our products according to :
- The relevance of an property acquisition (localisation, builder, managers …)
- The quality of the signature : proof of security for our customers
- The diversification of the managers: management style, conviction of the managers, innovative strategy
- The diversity of contracts the most simple to the most complete : options of management, secure or dynamic performance, wide choice of media
- The quality of management: taking into account the performance / risk level and the long-term achievements.
We help you also in the implementation of notarial acts or dispositions in partnership with our notary or yours.
Our Garanties :
- The award of the degree and the certification CGPC validate a knowledge.
- The obligation of continuing training imposed by the regulations ensures that competencies are updated.
- The implementation of a patrimonial file must comply with the standard of professional practice (ISO 22 222).
- Degree ( french – Master 2 / University Paris Xll ) in Wealth Management
- Holder of the Certification CGPC, standard ISO 22 222, Renewable annually on validation of knowledge and recognized by the « Certified Financial Planner Board » of the Wealth Management Council.
- Proof of civil insurance professional Zurich Insurance PLC n°7400026945 in property transactions activity and CNA Insurance Co n°FI 10156706 for others activities. Insurance broker registered on the intermediaries in insurance ORIAS N° 09051291.
- Registred on the file of the AMF in respect of the GP 92.14 approval issued on 21/09/1992
- Holder of the Property transaction card N° CPI7501 2016000003486 for property investments operations.
The firm receives agreed fees from the customer.
Patrimonial audit/Occasional advice
The time spent on the file is invoiced for the time spent. However, we have a maximum amount.
Patrimonial follow-up/Advice suscription
The fees are defined on an annual fixed amount that can be reviewed each year
The firm is remunerated by commissions and refunds received from financial, real estate or insurance providers for the acquired products
A company customer focus
The activity of Family office is born in MV Gestion to answer to customers needs.
A more general management of your wealth.
We help you and your loved one in your projects of life with specific solutions.
We collaborate on a daily basis with your family’s historical advisers (notary, lawyer, chartered accountant…). We can also suggest that you take over the mission as a whole.
- Save and develop the patrimonial interest or the family
- Keep familial harmony
- Guide your decisions with neutrality
A tailored customer service
We go further in helping you and your loved ones in your daily basis which allow you more time for the essential.