Published on : 21 April 20204 min reading time
Whether it’s for the first or the umpteenth acquisition of a property, it is always prudent to be surrounded by professionals in the sector before investing. Do not hesitate to contact a wealth management consulting firm to help you choose and manage your investments. The goal is to ensure a profitable and stable investment over the long term.
The role of the wealth management advisor
The wealth management advisor is your one and only contact for the acquisition and management of your real estate. His aim is to ensure your financial health in relation to your investments and those of your family. He or she is also known as an estate expert to guide you from A to Z in your project. First of all, he carries out a patrimonial assessment on what you already own, their characteristics and their profitability. Then, he will be able to advise you on a more efficient management in order to increase this profitability. In addition, he will guide you in new investments that must be complementary with existing assets. You wish to embark on a new investment project? Find a professional at your disposal on https://biensetpatrimoine.fr. To set up a viable project, he or she must take into account your financial assets, your expenses and your savings. At the same time, he or she must consider your financial objectives or priorities if you want to prepare for retirement, build up additional income, optimize your tax situation, prepare your estate or make your investments grow. To do this, he works with many specialists to help you along the way, such as notaries, chartered accountants and tax lawyers.
Services offered by the wealth management firm
The wealth manager offers many services to help you manage and develop your wealth. First of all, you will need a wealth assessment or wealth diagnosis. This is a personalised audit of your assets, but not only! It also considers your earnings and debts as well as your particular case (personal and professional situation). Next, wealth management consulting focuses on engineering. It is a tailor-made accompaniment to choose your real estate investments according to legal and tax criteria. Finally, the wealth management adviser provides sound advice to enhance the value of your assets. To do this, he or she takes into account your objectives and the means available on the market to achieve them, such as tax exemption. This professional then assists you in your investment operation.
How to choose your asset management firm
You should not choose your wealth management firm lightly, because the sustainability of your assets will depend on it. Choose a versatile firm or agent with expertise in different types of investments: real estate, finance and insurance. He or she will then be able to offer you an investment in different areas and thus diversify your assets. Next, a competent wealth management advisor is one who has all the expertise needed to properly analyze your situation and enable you to optimize your investment. He must then have expertise in the economic, legal and tax fields, among others. In addition, you should choose an objective advisor who is not part of a network. He or she will not offer you a property sold by one of his or her partners. He will advise you on products adapted to your situation. Each type of investment is adapted to a particular investor profile. In addition, going through a wealth management firm allows you to secure your savings and build up substantial income over the long term. Finally, always refer to the opinions of the firm’s other clients, which you can consult on the Internet, for example.