Why choose SBS wealth management?

SBS wealth management is an independent firm specialized in the implementation of customized patrimony strategies.

With 20 years of professional experience in wealth management and financial and real estate investment advice we have set ourselves the goal of supporting our clients in the evolution of their professional success.

Heritage

CUSTOMIZED FINANCIAL ADVICE

Benefit from customized advice that perfectly matches your objectives of return and performance while taking into account your personal constraints in terms of duration, amount available and the level of risk desired.

• Structured products
• Property Investment Company, Securities accounts, Share Savings Plan
  • (Scpi -> Société civile de placement immobilier ???)
  • (Pea -> Plan d’épargne en actions ???)
• Company transfer, fundraising
• Diversification, works of art, fine wines
• Life insurance, management

SBS wealth management is certified by the following organizations under the number Orias: 16 004 202

ORGANIZE YOUR TAX SYSTEM WITH EXPERTS

A well-adapted tax system is a major asset in building your wealth.

Our expert partners in their fields will advise you on your interests and those around you.

• Business activity income
• Real estate income
• Inheritance rights
• Financial income and life insurance
• Advertising contracts
• Image rights
• Copyright … etc.

DEVELOP YOUR HERITAGE AND PREPARE YOUR FUTURE!

Benefit from advice adapted to your personal situation to quickly increase your wealth, organize it better and closer to your lifestyle. Protect your family and those who are dear to you.

Invest carefully but surely, transform your business gains into regular and sustainable income through our range of medium and long-term investment strategies.

• Personal patrimony strategies
• Investments with guaranteed regular income
• Inheritance advice
• Diversification in rental real estate
• Constitution of retirement supplements
• Short, medium or long term goals
• Sponsorship with the main Banks and Private Managements

ABOUT SBS WEALTH MANAGEMENT

Living with passion, art or natural talents is a rare and precious privilege. Few have been able to achieve this through the fruits of multiple efforts, produced over many years of perseverance, endurance and stubbornness.

In SBS wealth management, our role is to support our clients in their growing success by unloading them from the complex task of managing and investing the gains of their acquired successes. Our role is to advise them and protect them from risky and sometimes dangerous investment temptations that could ruin them.

Thanks to a clear and totally transparent support agreement with our firm for a renewable period of 3 years, you know how much you are spending, what you are investing in and how much it is going to cost you.