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FINANCING AND INVESTMENTS
Are you a company, an entrepreneur, or an individual who needs financing? Don't hesitate to contact me: I have gained extensive professional experience that allows me to understand the client's needs, interact with numerous market players (Banks, Leasing Companies, Investment Funds, CrowdFunding, etc.), and seek the best solution in terms of finance and time. Moreover, today technology is on our side: through remote sharing of work environments via the Web, video calls, phone, and emails, we can find the right combination to work both in person and remotely, ensuring collaboration, work quality, timing, and satisfactory results. All of this is based on professionalism, professional secrecy, and a code of ethics, of course. For your information, I speak French and English fluently at a professional level.
AREAS OF ACTIVITY AND SERVICES
- Banks and Credit Institutions
- Leasing Companies
- Investment Funds
- Business Angels
- Direct and Indirect European Funds
- Third-Party Capital
- Capital Increases
- Extraordinary Transactions
- CrowdFunding
FINANCIAL PLANNING FOR FAMILIES AND BUSINESSES
AREAS OF ACTIVITY AND SERVICES
- Financial Planning for Individuals and Families:
- Investment Planning
- Asset Protection
- Estate Planning and Generational Transfer
- Pension Planning
- Life Risk Insurance Management
- Income Management of Real Estate Assets
- Tax Planning
- Financial Planning and Strategy for Businesses:
- Forecasting financial needs
- Financial statements
- Review and evaluation of alternative financing instruments available on the market
- Relations with Credit Institutions, leasing companies, factoring companies, financial companies
- Assessment of companies' creditworthiness
Given the complexity of today's world and the fact that life now tends to present various events (job changes, marriages, separations, inheritances, unemployment, etc.), Financial Planning for Individuals and Families has become a very interesting service for Professionals: supporting the client in Financial Investment Decisions (which are proposed by various market players such as Banks, Investment Funds, Financial Companies, Financial Advisors, Private Bankers, etc.) so that they can be well aligned with a broader Financial Planning that takes into account Short-Medium-Long term Income and Expenses, including Real Estate Investments and Loans requested and to be requested, Asset Protection, Pension and Insurance Management, without forgetting Tax and Estate Planning.
Financial Planning and Strategies can obviously also be aimed at Businesses with the goal of planning short and long-term financial needs, building a financial strategy suitable for the characteristics and objectives of each individual Company without compromising its economic performance. Financial Planning services include: forecasts of financial needs, financial statements, verification and evaluation of alternative financing instruments available on the market, relationships with Credit Institutions, leasing companies, factoring companies, financial companies, and the assessment of the creditworthiness of businesses.
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