We offers our expertise in the field of social protection for the Independent Workers and, more widely, supports very small-, small- and medium-size enterprises in the rationalization of all their insurance contracts and their global asset approach.
We facilitate the linking of financial institutions and wealthy families in order to optimise the intergenerational transmission of personal heritage and professional assets.
We intervene in the framework insurance with the developers and the Real Estate Agencies in the service of their customers during a transaction or a Pinel Real Estate investment.
With its manager, Eric Boran – broker since 1991 – our experienced and multidisciplinary advisors are trained and rigorously competent to organize a real dynamic heritage strategy corresponding to your objectives and your budget.
Thanks to our network of partners, we offer you a full range of services to meet each of your needs: