About
The founders wanted to ensure that the relationship between an advisor and his client remains, despite any form of evolution, one of trust and personalized support.
This unique relationship results in particular from attention to others. Each member of the firm must be obsessed with the constant concern for quality and creativity in the work provided.
To grow peacefully, the firm set up its own recruitment unit from the outset.
Our ambition is to identify the talents of tomorrow, and perpetuate this transmission.
By surrounding ourselves with the best individual training leave, and thanks to this “mutual commitment”, we have gained the loyalty of our clients and the firm’s employees.
This stability guarantees the sustainability of our customer relationships.
Our engagement
Our commitment to our customers is unwavering. We are committed to listening carefully to their needs, understanding their personal and financial goals, and working closely to develop tailored solutions. We pride ourselves on providing responsive service, answering all their questions and concerns, and being there every step of their financial journey.
Our expertise
With years of experience in the field of wealth engineering, our team of seasoned experts has in-depth knowledge of financial markets, taxation and estate planning. We are constantly up to date with legislative developments and investment opportunities to provide sound advice to our clients.
Our experiences
Our diverse experiences cover a wide range of clients, from individuals to high-net-worth families and entrepreneurs. We have helped our clients overcome complex financial challenges, minimize their tax burden, effectively manage their estates and achieve their long-term financial goals. Our past successes demonstrate our ability to provide solutions tailored to every situation, and we are proud of each achievement that has contributed to the success of our clients.
Our philosophy
Our philosophy is based on the belief that each client is unique. We believe in a holistic approach to wealth management, where deep understanding of individual needs is essential. We prioritize transparency, integrity and accountability, always seeking to maximize the value we bring to our clients.
Testimonials
Explore our personalized services in wealth management, taxation, inheritance, and more.
Marie Garnier, Paris
"Capital Conseils has been a valuable partner in the management of my wealth. Their personalized approach has allowed me to make informed financial decisions. Thanks to their expertise in taxation and wealth management, I am confident about my financial future. "
Pierre Morel, Lyon
"I was impressed by the commitment of the Capital Conseils team. Their investment advice was crucial to the growth of my portfolio. They have an in-depth understanding of the financial markets and were able to adapt my strategy according to my needs. goals."
Anne Bain, Clichy
"Capital Conseils was a great help during my family's estate planning. Their caring approach and in-depth legal knowledge allowed us to put in place a solution that was effective and fair for all members of the family.
Our services
About
20 Avenue des Gentianes Biver, 13120 Gardanne
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