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Cheval Blanc Patrimoine est un cabinet de gestion de patrimoine qui propose une aventure humaine à ses clients. Un interlocuteur unique, votre conseiller, pilote une approche à 360° pour optimiser tous vos sujets patrimoniaux : - Créer de la valeur, générer des performances - Transmettre en préservant. - Maîtriser et optimiser votre fiscalité - Générer des revenus, en créer, les optimiser - Protéger votre famille, vos proches - Anticiper le futur, la retraite, votre vie d’ensuite. - Optimiser votre patrimoine professionnel si il existe. - Organiser votre patrimoine
9 Avenue Bugeaud, 75016, Paris, France
4.6
231 reviews
Replied to 50% of negative reviews
Typically replies within 2 weeks
I am very satisfied with the support and guidance provided by Kevin C. His inputs have been very clear since the beginning, and the exchanges were very efficient. The proposals I have received are fully adapted to my inputs. I have also very much appreciated Kevin availability (end of the day and week ends), and the simplicity of the IT tools I have used so far.
I have had excellent expert assistance in English from Mr Collet when sorting out a life insurance plan for my nephew.
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