Wealth management
Optimize and secure your assets
Optimize and secure your wealth with our expertise in wealth management. We support you in increasing the value of your assets, preparing for your future, and protecting your financial interests.
Advising on your wealth management strategy
Based on our understanding of your professional situation, we expand our services to include advice that considers your assets as a whole. This analysis will provide a complementary perspective on civil law, income projections, estate planning, inheritance law, and taxation.
- Audit of your current situation
- Defining the sensitive points or areas for improvement
- Advice and recommendations to be implemented
- Implementation of a schedule of actions to be taken
- Support in the actions to be taken
Transferring your assets
We conduct a comprehensive assessment of your personal and professional situation to define the scope and costs of transferring your assets as they stand. Using our expertise and your objectives, we develop the most suitable strategy to help you prepare for the transfer of your assets under the best possible conditions.
- Audit of current transmission conditions
- Defining your objectives and needs
- Advice on the strategy to follow
- Support in implementing the actions to be carried out
Maximize the value of your investments
Together, we analyze your investments or projects to structure them within an optimized tax and profitability framework. This study allows for an analysis of both real estate and movable assets, and enables us to advise you on the most suitable solutions.
- Analysis of your current investments (profitability, taxation, projections, etc.)
- Gathering your objectives, needs and possibilities (analysis of your personal risk profile)
- Advice on asset allocation and their tax and profitability optimization
- Support regarding the advice given
Wealth Management Consulting
Our team of wealth management and integrated social protection advisors
Thanks to its complementary services to those of Gallo & Associés, the Aetos Patrimoine team supports you with your financial challenges in:
Social Protection & Wealth Management
Aetos Patrimoine is registered with ORIAS under number 19000268 as an insurance intermediary and an intermediary in banking and payment services.
It is also registered with ANACOFI as a Financial Investment Advisor under number E009080.
It is authorized by the French Financial Markets Authority (AMF). It benefits from the financial guarantee issued by Starstone Insurance SE.
Manage your entire business with our digital tools
Discover our digital solutions, designed to simplify and streamline your business management. Through a secure online portal, access your accounting documents, edit invoices, create payslips, and much more. Benefit from a personalized demonstration and tailored advice to help you get the most out of our tools. Our experts are available to support you every step of the way and answer all your questions.
