SERVICES TO PRIVATE MANAGEMENT

With our private management division, we are able to offer our wealthy clients and business people individualized services that meet their needs. Whether as a result of receiving an inheritance or a substantial monetary amount, the sale of a property of high value or the sale of a business, we are present to guide you and to set effective strategies. We have specialists in taxation and finance in our team to help you and work with your other specialists already present.

• Financial education
  
• Tax planning
  
• Wealth management and asset
  
• Retirement planning
  
• Estate planning
• Private concierge

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The SAFJ advantage for the private management

• Preferential service, proactive and bespoke
• Complete offer of various products for all your needs from over 10 insurance companies and various investment
• Highly qualified consultants team and dedicated to you faithfully
• Impartial advice and without conflict of interest
• Personalized support
• Active management of your investment portfolio
• Revaluation of your portfolio on a regular basis and as needed
• Trusted network of professionals and reputed

• Private and exclusive concierge service
  
  
  

We work for you in your interest !