Laurus Conseil
Laurus Conseil supports you in establishing a comprehensive wealth management strategy.
We offer services in financial and real estate investment, tax optimization, estate planning, asset protection, and insurance, all carried out with independence and confidentiality.
Our Values
Work
As the saying goes, we do not rest on our laurels. Our profession is dynamic and operates within a constantly evolving context. We always take the necessary time to address a subject thoroughly and do not hesitate to enhance our knowledge in areas that are part of our daily routine.
Independence
We are not bound to any of our partners or any supervisory structure. We have the freedom to transparently propose tailor-made solutions and explain their costs based on the time required and their complexity.
Proximity
We prioritize the quality of relationships over quantity. A relationship with a dedicated advisor allows for responsiveness, availability, listening, and simplification of the topics discussed. It is essential that our clients understand the stakes and the functioning of the mechanisms we implement.
Adaptability
Nothing is fixed over time, whether it is the macro environment affecting our clients or the micro environment directly impacting their situation (professional, family, geographic changes). Knowing how to adapt allows us to identify and take advantage of opportunities that arise with each change.
Collaboration Process
Exchange
1st Meeting
We listen attentively to your story, wishes, projects, and concerns by making an initial assessment of your family, professional, and wealth situation.
Strategy
2nd Meeting
With the information at our disposal, we come back to you with an adapted and prioritized strategy that matches your desires, needs, and context.
Collaboration
3rd Meeting
Based on the proposed strategy and your feedback, we create a final plan and collaborate.