Heritage
Sustainable and High-Performance Strategies
Our wealth management services
Asset audit
We carry out a complete and detailed analysis of your private and professional assets, like a true inventory of fixtures:
- Study of your matrimonial regime and associated contracts.
- Analysis of your direct and indirect income, as well as your financial, real estate and business assets.
- Assessment of your current tax situation.
This “snapshot” of your assets will help you identify your strengths and weaknesses, and define areas for optimization.
Asset management advice
Our experts can help you organize and structure your assets to :
- Anticipating risks and preparing for the future.
- Set up an effective transfer strategy in line with your wishes.
- Optimize the tax management of your income and assets.
Real estate and financial investment advice
Build a solid capital base tailored to your goals with customized recommendations:
- Selection of investments taking into account your personal, legal and tax constraints.
- Analysis of your risk appetite for investments in line with your profile.
- Strategies to enhance the value of your real estate and/or financial assets.
Monitoring and Adjusting Your Asset Organization
Your assets evolve with your situation. We provide regular monitoring to :
- Adapt your solutions to your financial, tax and legal environment.
- Maintain a wealth strategy in line with your objectives and legislative changes.
Why Choose COREXX for Your Wealth Management?
- Trusted partners: Financière Conseil and Optifinance, recognized experts in wealth management.
- A tailor-made approach: advice tailored to your needs and objectives.
- Comprehensive support: audit, advice, investment, monitoring: we take complete charge of your wealth strategy.
- Anticipation and security: Preserve and enhance your assets while anticipating risks.
With COREXX, you benefit from expert, structured support to help you secure, develop and pass on your assets in a sustainable, high-performance way.
Contact us today to start building a wealth strategy aligned with your ambitions.
Wealth transfer: Keys to success
Passing on your assets is an important step that requires a well thought-out strategy tailored to your personal and professional situation.
At COREXX, our experts can help you answer the most important questions:
- Who to pass it on to? Identify the beneficiaries of your choice, whether family members, third parties or charitable organizations.
- When to pass on? Determine the right time to optimize taxation and protect your interests.
- How do you transmit? Choose from a range of available tools: donations, manual gifts, life insurance, wills, Pacte Dutreil for businesses, etc.
- For how much? Evaluate the tax and financial impacts to anticipate the cost of the transfer.
Need a partner to secure your assets?
Secure your assets with COREXX. Contact us today to find out how we can support you in complete confidentiality.