Your heritage, our expertise

Your heritage, our expertise

Keeping with our global vision of customer support and the patrimony engineering, our experts assist you in our core business :  STRATEGICAL ADVISORY

Each project is unique and requires a tailor-made strategy; we put together specific solutions to overcome every step of your project until the requested goal.

A tax reduction, money placement, defining a long-term strategy for retirement, protecting your loved ones, transmitting your heritage or simply be accompanied in your actions, SBS wealth management shares its ideal with its partners and its privileged network.

Give full meaning to your dreams by having structured guarantees and contributions of business expertise to calmly build your heritage.

SBS wealth management expertise

Did you know that 65% of French people find administration as a tedious task?

Many opportunities are missed by this simple observation. An expertise is often necessary before making a decision: 80% of French people would like to know more about finance and because of lack of knowledge they often fail to make organized decisions.

SBS wealth management is building with you and transmitting all its excellence and business expertise to forge a lasting relationship of quality in a framework of trust in a dynamic world where the relevant information mixes with received ideas.

Our constant follow up and our presence in the heart of various networks brings light on the pride our group takes from the trust bond created with its clients recommendation and feedback.

To build a heritage: 3 basic rules

Wealth management experts converge everybody towards a medium and long term strategic vision. SBS wealth management has been working for more than 25 years with the leaders in this very closed business of wealth management.

A quality heritage must always meet 3 basic criteria :

  • The assets that constitute it must be reliable and sustainable.
  • The components of this heritage must generate stable and significant annual revenues.
  • The structure of a personal or family patrimony must be diversified, while remaining based on classic and transparent assets.

The teams of the SBS wealth management are here to find winning strategies adapted to your lifestyle and to make concrete investment proposals that have been validated by our expert partners.

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You want to develop your patrimony? Trust the experts of SBS wealth management.

SBS wealth management

SBS wealth management advises and supports you in your investment strategies.

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