Expertise grounded in regulatory approvals: credit, insurance, investments, and banking operations.
OUR 4 STRATEGIC PILLARS FOR INDIVIDUALS AND COMPANIES
REAL ESTATE FINANCING
Invest with confidence in France or Africa.
We act as a trusted and legally authorized intermediary, securing, optimizing and accelerating your real estate projects.
Our role: to secure and optimize your real estate transactions.
Our areas of intervention:
- Analysis of the financial situation (income, expenses, debt).
- Preparation of the financing plan: collection of required documents.
- Build a solid case to submit to partners: highlight strengths and anticipate objections.
- Negotiation of conditions (rate, duration, guarantees).
- Follow-up until loan agreement (intermediation, reminders).
Save time, increase your chances of acceptance, and benefit from negotiated terms.
WEALTH MANAGEMENT AND INVESTMENT STRATEGY
Asset audit and structuring
- Personalized assessment of your situation
- Investor profile + risk analysis
- Recommendations and diversification of financial investments
- Legal structuring (holding company, SCI, etc.)
Tax optimization and asset management
- 100% legal tax reduction
- Securing personal and professional assets Estate
- Planning tailored to entrepreneurs
- Tax and legal structuring of the transfer
Transmission & Succession
- Securing your children's future
- Smooth and tax-optimized transmission
- Anticipating inheritance taxes to ensure the long-term preservation of assets
Coaching and Conferences
- Individual or group strategic coaching
- Training courses & masterclasses on investment and taxation
- Private webinars & thematic sessions
- Access to a network of experts and networking events
LOANS & FINANCING
Find the right financing, at the right time, here and back home.
We support you at every stage of your project:
from simulation to negotiation, with rigorously selected banking partners.
Our solutions:
Investment credit: renovations, SCPI
Consumer credit
Professional credit
Bank comparison tool + personalized support
Personalized support and partner comparison tool
Network of reliable financing partners.
INSURANCE & PROTECTION
Because a good legacy begins with good protection.
Protect what matters: your family, your plans, your future.
What we bring to you:
Personal protection (Disability coverage / Death benefit).
Property insurance.
Borrower’s insurance (mortgage loan).
Life insurance, retirement, health.
Tailor-made strategies adapted to the realities of diaspora families.
Start preparing for your retirement in your home country early and ensure the continuity of your children's studies in the West.