L’afterwork a été une excellente occasion de découvrir des techniques, des pratiques et d’échanger sur des cas – un très bon moment.
Eric BRAUD
Wealth Management Consulting
- Financial investments (all open architecture & Luxembourg receptacles)
- Real estate investments (all types of schemes - SCPIs)
- Advice for executives
- Employee savings (tailored solutions)
- Wealth audit (strategy - tax - social)
- Executive and liberal professional provident insurance
Recognized expertise
Real Estate Club Deal
Offering and solving for its clients collective investments in quality real estate projects
Mineral – Real estate club deal
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Mineral is an investment solution that structures exclusive and confidential real estate club deals. Mineral allows its partners to benefit from the expertise of the Kerria AM teams in the selection, analysis, and monitoring of operations, in order to access an exclusive and confidential investment offer and resilient opportunities in an increasingly opportunistic real estate market. Mineral partners with the best real estate players in the market, specializing in resilient property types and locations. On a daily basis, the Group surrounds itself with trusted partners for each of its operations.
Individuals and qualified investors can invest in it under two conditions: having a common project and possessing sufficient financial assets.
Private equity
Advises clients on investing in the capital of unlisted companies to diversify their assets
Forethought
Solutions implemented to protect oneself financially in case of hardship: illness, accident, disability, inability to work, or death.
Assists companies in setting up employee savings schemes (incentive plans, profit-sharing, company savings plans (PEE), collective retirement savings plans (PERCO))
Dedicated structured product solutions.
Design or select tailored investment products, adapted to clients' profiles, to combine potential performance and risk control.
Corporate Legal and Tax Advice
Assisting leaders with the legal and tax optimization of their company, whether for structuring, transfer, or executive taxation.
Discover wealth management for liberal professions
- In this ten-minute presentation, INERIC CONSEILS shares its expertise and experience in wealth management dedicated to self-employed healthcare professionals.
By outlining a comprehensive, tailor-made, and independent approach, the firm details the solutions offered to optimize, protect, and grow your assets throughout your career.
Topics include:
- Specifics of wealth management for liberal professions
- Optimization levers: taxation, investments, social protection
- Focus on investment and Private Equity and real estate Club Deals
- Concrete case studies and feedback
- Frequently asked questions and discussions with participants