Tailored Made Wealth Management Solutions
Welcome to Excellium Patrimoine, your wealth management specialist for optimizing your retirement and estate planning. We offer tailor-made solutions to help you grow and optimize your assets, including rental and real estate investments, always with unmatched expertise.
Maximize the return on your real estate investments
Rental and real estate investment is at the heart of our wealth management advice. Whether you're looking to acquire your first property or diversify your portfolio, our advisors guide you through every step of the investment process.
Maximize the return on your real estate investments
Rental and real estate investment is at the heart of our wealth management advice. Whether you're looking to acquire your first property or diversify your portfolio, our advisors guide you through every step of the investment process.
Maximize the return on your real estate investments
Rental and real estate investment is at the heart of our wealth management advice. Whether you're looking to acquire your first property or diversify your portfolio, our advisors guide you through every step of the investment process.
Rental and real estate investment is at the heart of our wealth management advice. Whether you're looking to acquire your first property or diversify your portfolio, our advisors guide you through every step of the investment process.
Dispositif fiscal permettant une réduction d’impôt immédiate via le financement de matériels industriels outre-mer. Il s’adresse aux contribuables fortement imposés recherchant une optimisation fiscale ponctuelle et encadrée.
Accompagnement sans honoraires
Placement solidaire permettant une réduction d’impôt sur le revenu via l’investissement dans une coopérative à impact social. Il s’adresse aux contribuables souhaitant allier optimisation fiscale et engagement sociétal.
Accompagnement sans honoraires
Placement immobilier collectif permettant une réduction d’impôt via la rénovation d’immeubles situés en secteurs protégés. La SCPI Malraux s’adresse aux contribuables recherchant une optimisation fiscale encadrée et mutualisée.
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Solution d’épargne retraite permettant de déduire les versements du revenu imposable tout en préparant un complément de retraite. Le PER s’inscrit dans une stratégie fiscale de long terme, encadrée et progressive.
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