Souhaitant renforcer notre engagement, nous avons voulu participer à la CEC, et avons eu la joie de voir notre candidature retenue.
Cette convention représente un véritable engagement de toute notre équipe, afin de repenser notre métier et nos processus pour les rendre compatibles avec une approche durable, et participer à une réflexion et une influence plus globale sur ces sujets.
Regarder la rediffusion
Since 2007, we have been advising private individuals, company directors,
expatriates or institutional investors on asset management and
optimisation.
You are a private individual
We advise private individuals on a comprehensive wealth organisation: investment strategies, tax optimization, retirement planning, inheritance tax optimisation…
You are a company director
We use our expertise to serve your needs: payment optimisation, accident and sickness insurance, retirement optimisation, spouse protection, business transfer…
You are an expatriate
Our team is specialized in international issues: inheritance, tax optimisation, matrimonial adjustments, investments advice, retirement planning…
OUR EXPERTISE
We have gathered for you a multidisciplinary team
capable of meeting all your wealth needs
Financial investment advice
We guide you through choosing proper financial investments, maintaining the aim of security and return on investment.
Patrimonial Engineering
Take advantage of our expertise to optimize your wealth organization. We assist you on every step.
Real estate investment consulting
Property business is a major asset to develop patrimony, reduce taxation or collect additional earnings, provided a safe investment.
Financial and Property brokerage
Our broker activity enables us to assist you both on financing your real estate projects and choosing the right investment or insurance products.
KMH GESTION PRIVÉE IN FIGURES
5
EXPERTS
70 000 000
MILLIONS OF ASSETS IN MANAGEMENT
22
YEARS OF EXPERIENCE
CERCLE FRANCE PATRIMOINE
A well-recognised French association of Wealth Managers
KMH Gestion Privée is a member of the Cercle France Patrimoine, a well-recognised French association of independants managing more than one billion Euros of assets. This association enables professionals to exchange and share, in order to constantly improve the quality of service offered to the clients.
