Meeschaert Gestion Privée offers a full package of advisory services by leveraging the complementary expertise of its financial advisors, estate and tax engineering experts, corporate finance specialists and portfolio managers.

Financial advisory services

Our financial advisors are always available to assist our clients at the most important moments of their lives, for example, to ensure the preservation and smooth transmission of family wealth, prepare a healthy future relationship between spouse and children, establish the right balance between personal and professional assets and optimize their taxation.

They help clients adapt to changes in their personal situation and organize, develop and manage their estate and investments more effectively, in accordance with their specific objectives. All of our financial advisors have a strong background in finance, family law and taxation and hold graduate degrees in Wealth Management from Clermont-Ferrand university. They begin by determining the most appropriate estate structure and then select the management strategies and construct the portfolios that will be most effective in achieving the client's financial objectives in accordance with his or her risk tolerance.