Define your wealth strategy
Need to take stock of your heritage ?
Questions about your investments ?
A change in wealth, professional situation ?
Management advice helps you define your wealth strategy.
Place your money
Have you just received a return of money ?
Do you have cash ?
Do you want to boost your savings ?
Management consultancy offers you personalized and efficient solutions to design a real investment strategy in a realistic and measured manner.
Prepare for your retirement
Are you 20, 40, 60 ?
Thinking about your retirement, hesitating between different investments ?
You need personalized advice, adapted to your situation.
The Carat GP council supports you in identifying your goals,
your projects and your wishes, to prepare for your retirement with complete peace of mind.
Boost your wealth
Do you want to change the way you manage your wealth and are you looking for a personalized approach? You are a business manager or you practice a liberal profession you want advice adapted to your exercise and your remuneration Carat GP has a complete and diversified range of investment solutions.
Securing the future of your children
Do you want to protect your children's future ?
Passing on a heritage Arbitrations are often difficult.
How to choose ?
Wealth management advice helps you make the best choices for the future of your children.