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At Excellium Patrimoine, our wealth advisory includes a thorough analysis of your financial and asset situation. With our expertise in tax optimization and retirement planning, we design tailored solutions that align with your aspirations, while respecting your fiscal and legal framework.

Tax Optimization and Protection of Your Wealth

Based on your personal goals, our advice focuses on tax optimization and the protection of your wealth in a personalized manner. We develop tailored strategies to build a secure future, ensuring optimal returns in line with your ambitions and tax requirements.

Contact us for your Wealth Study

Send us your information so that we can contact you and work together to develop the best wealth strategy for your needs in tax optimization, succession, and protection. Benefit from an optimized approach for sustainable savings.

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50, Avenue des Champs-Élysées 75008 Paris

Wealth Advisor R.C.S. 925 371 734 Evreux

Real Estate Agency
Professional License No. CP12701224000000010

Loan broker representative
Intermediary in banking operations and payment services
Tied insurance broker

Excellium Patrimoine

06 43 82 25 26

 

E-mail

contact@excelliumpatrimoine.com

Scan this QR code to access my full contact details, visit my Excellium Patrimoine website, and discover our wealth management services.

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