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FINANCING AND INVESTMENTS
ACTIVITIES AND SERVICES
Are you looking for financing? Do not hesitate to contact me: I have gained numerous professional experiences that allow me to understand customer needs, interact with numerous market players (Banks, Leasing Companies, Investment Funds, CrowdFunding, etc.), and seek the best solution from financial and time-wise the point of view. In addition nowadays technology help us: through the remote sharing of work environments via the Web, video-calls, telephone and e-mails we can find the right combination to be able to work in-person and remotely, guaranteeing collaboration, quality of work, results and customer satisfaction. All on the basis of professionalism, professional secrecy and a code of ethics, of course. For information, I am professionally fluent in French and English.
- Banks and Credit Institutes
- Leasing Companies
- Investment Funds
- Business Angels
- Direct and Indirect European Financing and Funds
- Debt Capital
- Capital Increase
- Corporate Finance and M&A
- CrowdFunding
ACTIVITIES AND SERVICES
FINANCIAL PLANNING FOR FAMILIES AND BUSINESSES
- Financial Planning for Individuals and Families:
- Investment Planning
- Asset Protection
- Inheritance Planning and Generational Transition
- Pension Planning
- Life Insurance Risk Management
- Management of Real Estate income
- Tax Planning
- Financial Planning and Strategy for Business:
- Forecasting of financial needs
- Financial statements
- Verification and evaluation of alternative financing instruments on the market
- Relationships with credit institutions, leasing companies, factoring companies, financial companies
- Evaluation of the creditworthiness of companies
Given the complexity of today's world and given that life now has the habit of presenting various events (job changes, marriages, separations, inheritances, unemployment, etc.), Financial Planning for Individuals and Families today becomes a very interesting service for the Professional: supporting the client in Financial Investment Choices (which are proposed by the various market players Banks, Investment Funds, Financial Companies, Financial Advisors, Private Bankers, etc.) so that they can marry well with Financial Planning of a broader scope that takes into account short-medium-long term income-expenses, investments including real estate and financing requested and to be requested, asset protection, pension and insurance management, without forgetting tax and succession planning. Financial Planning and Strategies can obviously also be addressed to Businesses with the aim of planning short and long-term financial needs, building a financial strategy suited to the characteristics and objectives of each individual Business without compromising its economic performance. Financial Planning services include: forecasts of financial needs, financial statements, verification and evaluation of alternative financing instruments on the market, relationships with credit institutions, leasing companies, factoring companies, finance companies, and assessment of merit business credit.
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