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</a></div></div></div></div></div></div><main id="content" class="site-main post-8 page type-page status-publish has-post-thumbnail hentry"><div class="page-content"><div data-elementor-type="wp-post" data-elementor-id="8" class="elementor elementor-8" data-elementor-post-type="page"><div class="elementor-element elementor-element-be2486b e-flex e-con-boxed e-con e-parent" data-id="be2486b" data-element_type="container" data-settings="{"background_background":"slideshow","background_slideshow_gallery":[{"id":375,"url":"https:\/\/lv-fc.com\/wp-content\/uploads\/2024\/05\/three-cheerful-piggy-banks-savings-and-deposit-ba-2024-01-03-02-05-03-utc-scaled.webp"},{"id":383,"url":"https:\/\/lv-fc.com\/wp-content\/uploads\/2024\/05\/young-parents-having-picnic-with-their-child-2023-11-27-04-53-36-utc-scaled.webp"},{"id":355,"url":"https:\/\/lv-fc.com\/wp-content\/uploads\/2024\/05\/as-green-as-a-responsible-business-should-be-2024-04-24-18-56-55-utc-scaled.webp"},{"id":357,"url":"https:\/\/lv-fc.com\/wp-content\/uploads\/2024\/05\/green-investment-sustainable-future-a-seedling-is-2023-11-27-05-22-46-utc.webp"},{"id":351,"url":"https:\/\/lv-fc.com\/wp-content\/uploads\/2024\/05\/real-estate-investment-2023-11-27-04-57-17-utc-scaled.webp"},{"id":350,"url":"https:\/\/lv-fc.com\/wp-content\/uploads\/2024\/05\/property-investment-and-house-mortgage-financial-c-2023-11-27-05-09-44-utc-scaled.webp"},{"id":341,"url":"https:\/\/lv-fc.com\/wp-content\/uploads\/2024\/05\/american-employee-is-shaking-hands-with-colleague-2023-11-27-04-50-09-utc-scaled.webp"},{"id":332,"url":"https:\/\/lv-fc.com\/wp-content\/uploads\/2024\/05\/saving-money-2023-11-27-05-14-16-utc-scaled.webp"},{"id":338,"url":"https:\/\/lv-fc.com\/wp-content\/uploads\/2024\/05\/inscription-pension-money-calculator-and-alarm-c-2023-11-27-04-55-28-utc-scaled.webp"},{"id":328,"url":"https:\/\/lv-fc.com\/wp-content\/uploads\/2024\/05\/euro-coins-2023-11-27-05-29-03-utc-scaled.webp"},{"id":331,"url":"https:\/\/lv-fc.com\/wp-content\/uploads\/2024\/05\/saving-for-healthcare-and-medicine-health-insuran-2023-11-27-04-51-57-utc-scaled.webp"}],"background_slideshow_loop":"yes","background_slideshow_slide_duration":5000,"background_slideshow_slide_transition":"fade","background_slideshow_transition_duration":500}"><div class="e-con-inner"><div class="elementor-element elementor-element-4faa160 e-con-full e-flex e-con e-child" data-id="4faa160" data-element_type="container"><div class="elementor-element elementor-element-8d78947 elementor-widget elementor-widget-image" data-id="8d78947" data-element_type="widget" data-widget_type="image.default"><div class="elementor-widget-container">
<img data-lazyloaded="1" src="data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI2ODMiIGhlaWdodD0iMTAyNCIgdmlld0JveD0iMCAwIDY4MyAxMDI0Ij48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==" decoding="async" width="683" height="1024" data-src="https://lv-fc.com/wp-content/uploads/2024/05/LV-Finance-Conseils-CGP-sans-fond-683x1024.webp" class="attachment-large size-large wp-image-640" alt="LV Finance Conseils - conseiller en gestion de patrimoine" data-srcset="https://lv-fc.com/wp-content/uploads/2024/05/LV-Finance-Conseils-CGP-sans-fond-683x1024.webp 683w, https://lv-fc.com/wp-content/uploads/2024/05/LV-Finance-Conseils-CGP-sans-fond-200x300.webp 200w, https://lv-fc.com/wp-content/uploads/2024/05/LV-Finance-Conseils-CGP-sans-fond-768x1152.webp 768w, https://lv-fc.com/wp-content/uploads/2024/05/LV-Finance-Conseils-CGP-sans-fond-1024x1536.webp 1024w, https://lv-fc.com/wp-content/uploads/2024/05/LV-Finance-Conseils-CGP-sans-fond-1366x2048.webp 1366w, https://lv-fc.com/wp-content/uploads/2024/05/LV-Finance-Conseils-CGP-sans-fond.webp 1575w" data-sizes="(max-width: 683px) 100vw, 683px" /></div></div></div><div class="elementor-element elementor-element-4eeff26 e-flex e-con-boxed e-con e-child" data-id="4eeff26" data-element_type="container"><div class="e-con-inner"><div class="elementor-element elementor-element-d1d847c elementor-widget elementor-widget-heading" data-id="d1d847c" data-element_type="widget" data-widget_type="heading.default"><div class="elementor-widget-container"><h1 class="elementor-heading-title elementor-size-default">LV Finance Conseils,</br> Conseiller en gestion de Patrimoine indépendant*</h1></div></div><div class="elementor-element elementor-element-f4d27d5 elementor-widget__width-initial elementor-hidden-mobile elementor-widget elementor-widget-text-editor" data-id="f4d27d5" data-element_type="widget" data-widget_type="text-editor.default"><div class="elementor-widget-container"><p>En tant que conseiller en gestion de patrimoine indépendant*, je propose des conseils neutres et personnalisés, optimisant votre patrimoine en analysant minutieusement vos besoins et en adaptant les stratégies d’investissement à vos objectifs.</p></div></div><div class="elementor-element elementor-element-4b4643b elementor-widget elementor-widget-button" data-id="4b4643b" data-element_type="widget" data-widget_type="button.default"><div class="elementor-widget-container"><div class="elementor-button-wrapper">
<a class="elementor-button elementor-button-link elementor-size-sm" href="#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6IjcxNyIsInRvZ2dsZSI6ZmFsc2V9">
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</a></div></div></div></div></div></div></div><div class="elementor-element elementor-element-6f6cd82 e-flex e-con-boxed e-con e-parent" data-id="6f6cd82" data-element_type="container"><div class="e-con-inner"><div class="elementor-element elementor-element-cefa16e e-flex e-con-boxed e-con e-child" data-id="cefa16e" data-element_type="container"><div class="e-con-inner"><div class="elementor-element elementor-element-643fc49 elementor-widget elementor-widget-heading" data-id="643fc49" data-element_type="widget" data-widget_type="heading.default"><div class="elementor-widget-container"><p class="elementor-heading-title elementor-size-default">Conseils & Accompagnement</p></div></div></div></div><div class="elementor-element elementor-element-43a48e0 e-flex e-con-boxed e-con e-child" data-id="43a48e0" data-element_type="container"><div class="e-con-inner"><div class="elementor-element elementor-element-8d926ea e-con-full e-flex e-con e-child" data-id="8d926ea" data-element_type="container"><div class="elementor-element elementor-element-f9a2357 elementor-widget elementor-widget-heading" data-id="f9a2357" data-element_type="widget" data-widget_type="heading.default"><div class="elementor-widget-container"><h2 class="elementor-heading-title elementor-size-default">conseiller en gestion de patrimoine</h2></div></div></div><div class="elementor-element elementor-element-fd9a2e8 e-flex e-con-boxed e-con e-child" data-id="fd9a2e8" data-element_type="container"><div class="e-con-inner"><div class="elementor-element elementor-element-2c6abde elementor-widget elementor-widget-text-editor" data-id="2c6abde" data-element_type="widget" data-widget_type="text-editor.default"><div class="elementor-widget-container"><p><span style="font-weight: 400;">Je vous offre un service personnalisé qui s’adapte à vos objectifs financiers, sans être lié à des produits financiers spécifiques. Mon objectif est de vous fournir des conseils objectifs et sur mesure pour la transmission de patrimoine, allocation d’actifs ou la protection du patrimoine familial. Je travaille avec une approche centrée sur vos intérêts , ce qui me permet de vous proposer les meilleures solutions disponibles sur le marché, adaptées spécifiquement à vos situations et vos objectifs. </span></p><p><span style="font-weight: 400;">Faire appel à moi, c’est s’assurer que chaque aspect de votre situation financière est examiné avec soin. Je prends le temps de comprendre vos besoins à long terme et j’utilise cette compréhension pour bâtir un plan financier robuste. Mon expertise en gestion indépendante vous assure que vos investissements sont gérés avec la plus grande diligence, vous aidant à naviguer à travers les complexités des marchés financiers avec confiance et tranquillité d’esprit.</span></p></div></div></div></div></div></div></div></div><div class="elementor-element elementor-element-c823a2e e-flex e-con-boxed e-con e-parent" data-id="c823a2e" data-element_type="container" data-settings="{"background_background":"classic"}"><div class="e-con-inner"><div class="elementor-element elementor-element-37f4e99 e-flex e-con-boxed e-con e-child" data-id="37f4e99" data-element_type="container"><div class="e-con-inner"><div class="elementor-element elementor-element-dd03107 elementor-widget elementor-widget-heading" data-id="dd03107" data-element_type="widget" data-widget_type="heading.default"><div class="elementor-widget-container"><p class="elementor-heading-title elementor-size-default">Mes missions</p></div></div><div class="elementor-element elementor-element-0bcde7b elementor-widget elementor-widget-heading" data-id="0bcde7b" data-element_type="widget" data-widget_type="heading.default"><div class="elementor-widget-container"><h2 class="elementor-heading-title elementor-size-default">Le role d'un conseiller en gestion de patrimoine</h2></div></div><div class="elementor-element elementor-element-ff6756e elementor-grid-3 elementor-grid-tablet-2 elementor-grid-mobile-1 elementor-posts--thumbnail-top elementor-card-shadow-yes elementor-posts__hover-gradient elementor-widget elementor-widget-posts" data-id="ff6756e" data-element_type="widget" data-settings="{"cards_columns":"3","cards_columns_tablet":"2","cards_columns_mobile":"1","cards_row_gap":{"unit":"px","size":35,"sizes":[]},"cards_row_gap_tablet":{"unit":"px","size":"","sizes":[]},"cards_row_gap_mobile":{"unit":"px","size":"","sizes":[]}}" data-widget_type="posts.cards"><div class="elementor-widget-container"><div class="elementor-posts-container elementor-posts elementor-posts--skin-cards elementor-grid"><article class="elementor-post elementor-grid-item post-585 page type-page status-publish has-post-thumbnail hentry"><div class="elementor-post__card">
<a class="elementor-post__thumbnail__link" href="https://lv-fc.com/analyse-financiere-et-planification/" tabindex="-1" ><div class="elementor-post__thumbnail"><img data-lazyloaded="1" src="data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIzMDAiIGhlaWdodD0iMTg1IiB2aWV3Qm94PSIwIDAgMzAwIDE4NSI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=" loading="lazy" decoding="async" width="300" height="185" data-src="https://lv-fc.com/wp-content/uploads/2024/05/investment-decision-making-or-porfolio-diversifica-2024-01-09-18-30-51-utc-300x185.webp" class="attachment-medium size-medium wp-image-369" alt="cgp : diversifier son investissement" data-srcset="https://lv-fc.com/wp-content/uploads/2024/05/investment-decision-making-or-porfolio-diversifica-2024-01-09-18-30-51-utc-300x185.webp 300w, https://lv-fc.com/wp-content/uploads/2024/05/investment-decision-making-or-porfolio-diversifica-2024-01-09-18-30-51-utc-1024x633.webp 1024w, https://lv-fc.com/wp-content/uploads/2024/05/investment-decision-making-or-porfolio-diversifica-2024-01-09-18-30-51-utc-768x475.webp 768w, https://lv-fc.com/wp-content/uploads/2024/05/investment-decision-making-or-porfolio-diversifica-2024-01-09-18-30-51-utc-1536x949.webp 1536w, https://lv-fc.com/wp-content/uploads/2024/05/investment-decision-making-or-porfolio-diversifica-2024-01-09-18-30-51-utc-2048x1266.webp 2048w" data-sizes="(max-width: 300px) 100vw, 300px" /></div></a><div class="elementor-post__text"><h3 class="elementor-post__title">
<a href="https://lv-fc.com/analyse-financiere-et-planification/" >
Analyse Financière et Planification </a></h3><div class="elementor-post__excerpt"><p>Découvrez une approche personnalisée de l’analyse financière qui transforme votre situation unique en une stratégie prospère. Notre expertise en analyse financière est dédiée à déchiffrer chaque détail de vos finances pour dévoiler des opportunités adaptées à vos objectifs personnels et professionnels.</p></div>
<a class="elementor-post__read-more" href="https://lv-fc.com/analyse-financiere-et-planification/" aria-label="En savoir plus sur Analyse Financière et Planification" tabindex="-1" >
Lire la suite » </a></div></div></article><article class="elementor-post elementor-grid-item post-405 page type-page status-publish has-post-thumbnail hentry"><div class="elementor-post__card">
<a class="elementor-post__thumbnail__link" href="https://lv-fc.com/gestion-actifs-investissements/" tabindex="-1" ><div class="elementor-post__thumbnail"><img data-lazyloaded="1" src="data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIzMDAiIGhlaWdodD0iMjAwIiB2aWV3Qm94PSIwIDAgMzAwIDIwMCI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=" loading="lazy" decoding="async" width="300" height="200" data-src="https://lv-fc.com/wp-content/uploads/2024/05/real-estate-investment-2023-11-27-04-57-17-utc-300x200.webp" class="attachment-medium size-medium wp-image-351" alt="conseiller en patrimoine immobilier : L'investissement immobilier pour l'avenir" data-srcset="https://lv-fc.com/wp-content/uploads/2024/05/real-estate-investment-2023-11-27-04-57-17-utc-300x200.webp 300w, https://lv-fc.com/wp-content/uploads/2024/05/real-estate-investment-2023-11-27-04-57-17-utc-1024x683.webp 1024w, https://lv-fc.com/wp-content/uploads/2024/05/real-estate-investment-2023-11-27-04-57-17-utc-768x512.webp 768w, https://lv-fc.com/wp-content/uploads/2024/05/real-estate-investment-2023-11-27-04-57-17-utc-1536x1024.webp 1536w, https://lv-fc.com/wp-content/uploads/2024/05/real-estate-investment-2023-11-27-04-57-17-utc-2048x1365.webp 2048w" data-sizes="(max-width: 300px) 100vw, 300px" /></div></a><div class="elementor-post__text"><h3 class="elementor-post__title">
<a href="https://lv-fc.com/gestion-actifs-investissements/" >
Gestion d’Actifs et Investissements </a></h3><div class="elementor-post__excerpt"><p>Que vous cherchiez à accroître votre portefeuille ou à préserver votre patrimoine existant, mon objectif est de vous fournir une tranquillité d’esprit, sachant que chaque décision est prise avec une attention méticuleuse pour répondre à vos objectifs à court, moyen ou long terme.</p></div>
<a class="elementor-post__read-more" href="https://lv-fc.com/gestion-actifs-investissements/" aria-label="En savoir plus sur Gestion d’Actifs et Investissements" tabindex="-1" >
Lire la suite » </a></div></div></article><article class="elementor-post elementor-grid-item post-445 page type-page status-publish has-post-thumbnail hentry"><div class="elementor-post__card">
<a class="elementor-post__thumbnail__link" href="https://lv-fc.com/gestion-des-risques/" tabindex="-1" ><div class="elementor-post__thumbnail"><img data-lazyloaded="1" src="data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIzMDAiIGhlaWdodD0iMjAwIiB2aWV3Qm94PSIwIDAgMzAwIDIwMCI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=" loading="lazy" decoding="async" width="300" height="200" data-src="https://lv-fc.com/wp-content/uploads/2024/05/risk-management-concept-avoid-accept-reduce-and-2023-11-27-05-28-48-utc-300x200.webp" class="attachment-medium size-medium wp-image-376" alt="Conseil patrimoine : Évaluation des risques financiers" data-srcset="https://lv-fc.com/wp-content/uploads/2024/05/risk-management-concept-avoid-accept-reduce-and-2023-11-27-05-28-48-utc-300x200.webp 300w, https://lv-fc.com/wp-content/uploads/2024/05/risk-management-concept-avoid-accept-reduce-and-2023-11-27-05-28-48-utc-1024x683.webp 1024w, https://lv-fc.com/wp-content/uploads/2024/05/risk-management-concept-avoid-accept-reduce-and-2023-11-27-05-28-48-utc-768x512.webp 768w, https://lv-fc.com/wp-content/uploads/2024/05/risk-management-concept-avoid-accept-reduce-and-2023-11-27-05-28-48-utc-1536x1024.webp 1536w, https://lv-fc.com/wp-content/uploads/2024/05/risk-management-concept-avoid-accept-reduce-and-2023-11-27-05-28-48-utc-2048x1365.webp 2048w" data-sizes="(max-width: 300px) 100vw, 300px" /></div></a><div class="elementor-post__text"><h3 class="elementor-post__title">
<a href="https://lv-fc.com/gestion-des-risques/" >
Gestion des Risques et Protection </a></h3><div class="elementor-post__excerpt"><p>Naviguez dans un monde financier en constante évolution avec confiance et sérénité grâce à notre expertise en gestion des risques et protection. Comprendre et anticiper les risques auxquels votre patrimoine est exposé est crucial pour sa préservation et sa croissance.</p></div>
<a class="elementor-post__read-more" href="https://lv-fc.com/gestion-des-risques/" aria-label="En savoir plus sur Gestion des Risques et Protection" tabindex="-1" >
Lire la suite » </a></div></div></article><article class="elementor-post elementor-grid-item post-474 page type-page status-publish has-post-thumbnail hentry"><div class="elementor-post__card">
<a class="elementor-post__thumbnail__link" href="https://lv-fc.com/succession/" tabindex="-1" ><div class="elementor-post__thumbnail"><img data-lazyloaded="1" src="data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIzMDAiIGhlaWdodD0iMTY5IiB2aWV3Qm94PSIwIDAgMzAwIDE2OSI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=" loading="lazy" decoding="async" width="300" height="169" data-src="https://lv-fc.com/wp-content/uploads/2024/05/property-investment-and-house-mortgage-financial-c-2023-11-27-05-09-44-utc-300x169.webp" class="attachment-medium size-medium wp-image-350" alt="gestion patrimoine immobilier : faire appel à un conseiller en patrimoine immobilier" data-srcset="https://lv-fc.com/wp-content/uploads/2024/05/property-investment-and-house-mortgage-financial-c-2023-11-27-05-09-44-utc-300x169.webp 300w, https://lv-fc.com/wp-content/uploads/2024/05/property-investment-and-house-mortgage-financial-c-2023-11-27-05-09-44-utc-1024x576.webp 1024w, https://lv-fc.com/wp-content/uploads/2024/05/property-investment-and-house-mortgage-financial-c-2023-11-27-05-09-44-utc-768x432.webp 768w, https://lv-fc.com/wp-content/uploads/2024/05/property-investment-and-house-mortgage-financial-c-2023-11-27-05-09-44-utc-1536x864.webp 1536w, https://lv-fc.com/wp-content/uploads/2024/05/property-investment-and-house-mortgage-financial-c-2023-11-27-05-09-44-utc-2048x1152.webp 2048w" data-sizes="(max-width: 300px) 100vw, 300px" /></div></a><div class="elementor-post__text"><h3 class="elementor-post__title">
<a href="https://lv-fc.com/succession/" >
Planification Fiscale et Succession </a></h3><div class="elementor-post__excerpt"><p>Découvrez les clés d’une planification fiscale et successorale réussie, essentielles pour sécuriser et transmettre votre patrimoine avec efficacité.</p></div>
<a class="elementor-post__read-more" href="https://lv-fc.com/succession/" aria-label="En savoir plus sur Planification Fiscale et Succession" tabindex="-1" >
Lire la suite » </a></div></div></article><article class="elementor-post elementor-grid-item post-486 page type-page status-publish has-post-thumbnail hentry"><div class="elementor-post__card">
<a class="elementor-post__thumbnail__link" href="https://lv-fc.com/suivi-et-ajustement-continus/" tabindex="-1" ><div class="elementor-post__thumbnail"><img data-lazyloaded="1" src="data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIzMDAiIGhlaWdodD0iMTY5IiB2aWV3Qm94PSIwIDAgMzAwIDE2OSI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=" loading="lazy" decoding="async" width="300" height="169" data-src="https://lv-fc.com/wp-content/uploads/2024/05/green-investment-sustainable-future-a-seedling-is-2023-11-27-05-22-46-utc-300x169.webp" class="attachment-medium size-medium wp-image-357" alt="Conseil patrimoine : l'investissement responsable pour l'avenir" data-srcset="https://lv-fc.com/wp-content/uploads/2024/05/green-investment-sustainable-future-a-seedling-is-2023-11-27-05-22-46-utc-300x169.webp 300w, https://lv-fc.com/wp-content/uploads/2024/05/green-investment-sustainable-future-a-seedling-is-2023-11-27-05-22-46-utc-768x432.webp 768w, https://lv-fc.com/wp-content/uploads/2024/05/green-investment-sustainable-future-a-seedling-is-2023-11-27-05-22-46-utc.webp 1024w" data-sizes="(max-width: 300px) 100vw, 300px" /></div></a><div class="elementor-post__text"><h3 class="elementor-post__title">
<a href="https://lv-fc.com/suivi-et-ajustement-continus/" >
Suivi et Ajustement Continus </a></h3><div class="elementor-post__excerpt"><p>Découvrez notre approche exhaustive pour garder votre patrimoine non seulement en phase avec les tendances économiques actuelles, mais également prêt à embrasser les opportunités de demain.</p></div>
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Lire la suite » </a></div></div></article></div></div></div></div></div></div></div><div class="elementor-element elementor-element-0f0acc6 e-flex e-con-boxed e-con e-parent" data-id="0f0acc6" data-element_type="container"><div class="e-con-inner"><div class="elementor-element elementor-element-344ce75 elementor-widget elementor-widget-heading" data-id="344ce75" data-element_type="widget" data-widget_type="heading.default"><div class="elementor-widget-container"><p class="elementor-heading-title elementor-size-default">Analyser, conseiller, accompagner</p></div></div><div class="elementor-element elementor-element-76325d4 elementor-widget elementor-widget-heading" data-id="76325d4" data-element_type="widget" data-widget_type="heading.default"><div class="elementor-widget-container"><h2 class="elementor-heading-title elementor-size-default">Mes valeurs en gestion de patrimoine</h2></div></div><div class="elementor-element elementor-element-39cb16f elementor-widget elementor-widget-spacer" data-id="39cb16f" data-element_type="widget" data-widget_type="spacer.default"><div class="elementor-widget-container"><div class="elementor-spacer"><div class="elementor-spacer-inner"></div></div></div></div><div class="elementor-element elementor-element-b24d00a e-flex e-con-boxed e-con e-child" data-id="b24d00a" data-element_type="container" data-settings="{"background_background":"classic"}"><div class="e-con-inner"><div class="elementor-element elementor-element-f3b4045 e-flex e-con-boxed e-con e-child" data-id="f3b4045" data-element_type="container"><div class="e-con-inner"><div class="elementor-element elementor-element-8a54c4c elementor-widget elementor-widget-heading" data-id="8a54c4c" data-element_type="widget" data-widget_type="heading.default"><div class="elementor-widget-container"><h3 class="elementor-heading-title elementor-size-default">Indépendance</h3></div></div><div class="elementor-element elementor-element-66f27c6 elementor-widget elementor-widget-text-editor" data-id="66f27c6" data-element_type="widget" data-widget_type="text-editor.default"><div class="elementor-widget-container"><p>En tant que conseiller en gestion de patrimoine indépendant, je priorise vos intérêts sans aucune influence extérieure. Cette liberté me permet de vous proposer les solutions les plus adaptées à votre situation et à vos objectifs</p></div></div></div></div><div class="elementor-element elementor-element-50a09c9 e-flex e-con-boxed e-con e-child" data-id="50a09c9" data-element_type="container"><div class="e-con-inner"><div class="elementor-element elementor-element-5c0e6ce elementor-widget elementor-widget-heading" data-id="5c0e6ce" data-element_type="widget" data-widget_type="heading.default"><div class="elementor-widget-container"><h3 class="elementor-heading-title elementor-size-default">ADAPTABILITÉ</h3></div></div><div class="elementor-element elementor-element-bdf33d6 elementor-widget elementor-widget-text-editor" data-id="bdf33d6" data-element_type="widget" data-widget_type="text-editor.default"><div class="elementor-widget-container"><p>Parce qu’à chaque étape de votre vie des précautions et des dispositions sont à<br />prendre, je vous accompagne dans chacune d’entre elles et j’adapte la stratégie de<br />gestion patrimoniale à l’évolution de votre situation et de votre parcours de vie.</p></div></div></div></div><div class="elementor-element elementor-element-b2a4c28 e-flex e-con-boxed e-con e-child" data-id="b2a4c28" data-element_type="container"><div class="e-con-inner"><div class="elementor-element elementor-element-f7596c1 elementor-widget elementor-widget-heading" data-id="f7596c1" data-element_type="widget" data-widget_type="heading.default"><div class="elementor-widget-container"><h3 class="elementor-heading-title elementor-size-default">proximité</h3></div></div><div class="elementor-element elementor-element-11b3e2a elementor-widget elementor-widget-text-editor" data-id="11b3e2a" data-element_type="widget" data-widget_type="text-editor.default"><div class="elementor-widget-container"><p>Je valorise la proximité avec mes clients. Cette approche personnelle me permet de comprendre vos besoins uniques et de répondre précisément à vos attentes, assurant un service de conseil en patrimoine vraiment personnalisé</p></div></div></div></div></div></div></div></div><div class="elementor-element elementor-element-a78911c e-flex e-con-boxed e-con e-parent" data-id="a78911c" data-element_type="container" data-settings="{"background_background":"classic"}"><div class="e-con-inner"><div class="elementor-element elementor-element-a301646 e-flex e-con-boxed e-con e-child" data-id="a301646" data-element_type="container"><div class="e-con-inner"><div class="elementor-element elementor-element-0443460 elementor-widget elementor-widget-heading" data-id="0443460" data-element_type="widget" data-widget_type="heading.default"><div class="elementor-widget-container"><h2 class="elementor-heading-title elementor-size-default">Transmission de patrimoine</h2></div></div></div></div><div class="elementor-element elementor-element-22b39b0 e-con-full e-flex e-con e-child" data-id="22b39b0" data-element_type="container"><div class="elementor-element elementor-element-7a56f8b e-con-full e-flex e-con e-child" data-id="7a56f8b" data-element_type="container" data-settings="{"background_background":"classic"}"><div class="elementor-element elementor-element-e8c03b6 elementor-widget elementor-widget-spacer" data-id="e8c03b6" data-element_type="widget" data-widget_type="spacer.default"><div class="elementor-widget-container"><div class="elementor-spacer"><div class="elementor-spacer-inner"></div></div></div></div></div><div class="elementor-element elementor-element-4042a5a e-flex e-con-boxed e-con e-child" data-id="4042a5a" data-element_type="container"><div class="e-con-inner"><div class="elementor-element elementor-element-3582262 elementor-widget elementor-widget-heading" data-id="3582262" data-element_type="widget" data-widget_type="heading.default"><div class="elementor-widget-container"><h3 class="elementor-heading-title elementor-size-default">Planification de la transmission de patrimoine</h3></div></div><div class="elementor-element elementor-element-f3ff20b elementor-widget elementor-widget-text-editor" data-id="f3ff20b" data-element_type="widget" data-widget_type="text-editor.default"><div class="elementor-widget-container"><p>Planifier la transmission de votre patrimoine est un processus complexe qui<br />nécessite une expertise et une attention particulière. Je vous accompagne<br />dans la réflexion et la conception d’un plan de succession qui reflète vos<br />souhaits et assure la transition de vos actifs selon vos directives.<br />En tant que généraliste du patrimoine, mon rôle est de vous accompagner et<br />de coordonner les opérations de rédaction de testaments, mise en place de<br />fiducies, planifications de donations ou autres libéralités avec des experts<br />juridiques qualifiés.</p><p>Mon objectif est de vous fournir un<br />soutien complet pour minimiser les charges fiscales et éviter les conflits<br />potentiels entre les héritiers, tout en garantissant que votre patrimoine soit<br />transmis de manière fluide et conforme à vos volontés.</p></div></div><div class="elementor-element elementor-element-f59328b elementor-widget elementor-widget-heading" data-id="f59328b" data-element_type="widget" data-widget_type="heading.default"><div class="elementor-widget-container"><h3 class="elementor-heading-title elementor-size-default">Optimisation fiscale lors de la transmission de patrimoine</h3></div></div><div class="elementor-element elementor-element-7584dd6 elementor-widget elementor-widget-text-editor" data-id="7584dd6" data-element_type="widget" data-widget_type="text-editor.default"><div class="elementor-widget-container"><p><span style="font-weight: 400;">Mon expertise en fiscalité est essentielle pour réduire l’impact fiscal lors de la transmission de votre patrimoine. Je travaille à identifier les meilleures stratégies pour profiter des exemptions et réductions fiscales disponibles, permettant ainsi de maximiser l’héritage financier que vous laissez à vos proches. Cette optimisation fiscale est réalisée en totale conformité avec la législation en vigueur, vous assurant ainsi tranquillité d’esprit et sécurité.</span></p></div></div><div class="elementor-element elementor-element-7fef819 elementor-widget elementor-widget-button" data-id="7fef819" data-element_type="widget" data-widget_type="button.default"><div class="elementor-widget-container"><div class="elementor-button-wrapper">
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<span class="elementor-button-text">Prévoir la transmission</span>
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</a></div></div></div></div></div></div></div></div><div class="elementor-element elementor-element-af1bc23 e-flex e-con-boxed e-con e-parent" data-id="af1bc23" data-element_type="container" data-settings="{"background_background":"classic"}"><div class="e-con-inner"><div class="elementor-element elementor-element-6d5899d e-flex e-con-boxed e-con e-child" data-id="6d5899d" data-element_type="container"><div class="e-con-inner"><div class="elementor-element elementor-element-87a25e8 elementor-widget elementor-widget-heading" data-id="87a25e8" data-element_type="widget" data-widget_type="heading.default"><div class="elementor-widget-container"><h2 class="elementor-heading-title elementor-size-default">Objectifs financiers</h2></div></div></div></div><div class="elementor-element elementor-element-44d77b5 e-con-full e-flex e-con e-child" data-id="44d77b5" data-element_type="container"><div class="elementor-element elementor-element-4a78d91 e-flex e-con-boxed e-con e-child" data-id="4a78d91" data-element_type="container"><div class="e-con-inner"><div class="elementor-element elementor-element-8528552 elementor-widget elementor-widget-heading" data-id="8528552" data-element_type="widget" data-widget_type="heading.default"><div class="elementor-widget-container"><h3 class="elementor-heading-title elementor-size-default">Détermination des objectifs financiers personnels</h3></div></div><div class="elementor-element elementor-element-5d814b8 elementor-widget elementor-widget-text-editor" data-id="5d814b8" data-element_type="widget" data-widget_type="text-editor.default"><div class="elementor-widget-container"><p><span style="font-weight: 400;">La première étape de tout plan financier réussi est la définition claire de vos objectifs financiers. Ensemble, nous identifierons vos aspirations à court, moyen et long terme, qu’il s’agisse de la préparation à la retraite, de l’acquisition immobilière, ou de l’éducation de vos enfants. Je vous aide à transformer ces objectifs en plans d’action concrets, en vous fournissant les outils et les conseils nécessaires pour les atteindre efficacement.</span></p></div></div><div class="elementor-element elementor-element-034b610 elementor-widget elementor-widget-heading" data-id="034b610" data-element_type="widget" data-widget_type="heading.default"><div class="elementor-widget-container"><h3 class="elementor-heading-title elementor-size-default">Mise en place d'un plan financier adapté aux objectifs</h3></div></div><div class="elementor-element elementor-element-6f55dbf elementor-widget elementor-widget-text-editor" data-id="6f55dbf" data-element_type="widget" data-widget_type="text-editor.default"><div class="elementor-widget-container"><p><span style="font-weight: 400;">Une fois vos objectifs définis, je développerai un plan financier personnalisé qui aligne vos ressources avec vos aspirations. Ce plan inclura des stratégies d’investissement, des conseils sur l’allocation d’actifs, et des recommandations pour la gestion de votre liquidité et de vos dettes. Mon approche assure que chaque aspect de votre plan financier travaille en harmonie pour atteindre vos objectifs personnels et professionnels.</span></p></div></div><div class="elementor-element elementor-element-360426a elementor-widget elementor-widget-button" data-id="360426a" data-element_type="widget" data-widget_type="button.default"><div class="elementor-widget-container"><div class="elementor-button-wrapper">
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<span class="elementor-button-text">Comment définir des objectifs ?</span>
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Comment investir ?</h2><div class="elementor-cta__description elementor-cta__content-item elementor-content-item">
Lors du premier rendez-vous, nous échangeons sur votre situation et vos problématiques afin de déterminer les domaines d’interventions. Prise de contact sous 48h.</div><div class="elementor-cta__button-wrapper elementor-cta__content-item elementor-content-item">
<a class="elementor-cta__button elementor-button elementor-size-" href="#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6IjcxNyIsInRvZ2dsZSI6ZmFsc2V9">
être contacté </a></div></div></div></div></div></div></div><div class="elementor-element elementor-element-60e8e71 e-flex e-con-boxed e-con e-parent" data-id="60e8e71" data-element_type="container" data-settings="{"background_background":"classic"}"><div class="e-con-inner"><div class="elementor-element elementor-element-af8c9d0 e-flex e-con-boxed e-con e-child" data-id="af8c9d0" data-element_type="container"><div class="e-con-inner"><div class="elementor-element elementor-element-68a6974 elementor-widget elementor-widget-heading" data-id="68a6974" data-element_type="widget" data-widget_type="heading.default"><div class="elementor-widget-container"><h2 class="elementor-heading-title elementor-size-default">Allocation d'actifs</h2></div></div></div></div><div class="elementor-element elementor-element-904f02a e-con-full e-flex e-con e-child" data-id="904f02a" data-element_type="container"><div class="elementor-element elementor-element-ef19c42 e-con-full e-flex e-con e-child" data-id="ef19c42" data-element_type="container" data-settings="{"background_background":"classic"}"><div class="elementor-element elementor-element-fcd7830 elementor-widget elementor-widget-spacer" data-id="fcd7830" data-element_type="widget" data-widget_type="spacer.default"><div class="elementor-widget-container"><div class="elementor-spacer"><div class="elementor-spacer-inner"></div></div></div></div></div><div class="elementor-element elementor-element-81ad952 e-flex e-con-boxed e-con e-child" data-id="81ad952" data-element_type="container"><div class="e-con-inner"><div class="elementor-element elementor-element-4676d47 elementor-widget elementor-widget-heading" data-id="4676d47" data-element_type="widget" data-widget_type="heading.default"><div class="elementor-widget-container"><h3 class="elementor-heading-title elementor-size-default">Principes de base de l'allocation d'actifs</h3></div></div><div class="elementor-element elementor-element-83cc748 elementor-widget elementor-widget-text-editor" data-id="83cc748" data-element_type="widget" data-widget_type="text-editor.default"><div class="elementor-widget-container"><p><span style="font-weight: 400;">L’allocation d’actifs est fondamentale pour équilibrer le risque et le retour sur investissement selon votre profil financier. Je vous aide à distribuer vos investissements entre différentes classes d’actifs, telles que les actions, les obligations, et l’immobilier, pour maximiser votre potentiel de rendement tout en minimisant les risques associés. Cette stratégie est cruciale pour la construction d’un portefeuille diversifié qui peut résister aux fluctuations du marché.</span></p></div></div><div class="elementor-element elementor-element-8f6c669 elementor-widget elementor-widget-heading" data-id="8f6c669" data-element_type="widget" data-widget_type="heading.default"><div class="elementor-widget-container"><h3 class="elementor-heading-title elementor-size-default">Diversification du portefeuille pour atteindre les objectifs financiers</h3></div></div><div class="elementor-element elementor-element-c0f0f19 elementor-widget elementor-widget-text-editor" data-id="c0f0f19" data-element_type="widget" data-widget_type="text-editor.default"><div class="elementor-widget-container"><p><span style="font-weight: 400;">La diversification est une tactique essentielle pour réduire le risque tout en poursuivant les objectifs financiers à long terme. Je vous guide dans la diversification de votre portefeuille en intégrant une variété d’investissements qui répondent à différents critères économiques et géographiques. Cette stratégie assure que votre portefeuille est bien positionné pour tirer profit de différentes conditions de marché, minimisant ainsi les risques et maximisant les opportunités de croissance.</span></p></div></div><div class="elementor-element elementor-element-f2c7937 elementor-widget elementor-widget-button" data-id="f2c7937" data-element_type="widget" data-widget_type="button.default"><div class="elementor-widget-container"><div class="elementor-button-wrapper">
<a class="elementor-button elementor-button-link elementor-size-sm" href="https://lv-fc.com/gestion-actifs-investissements/">
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<span class="elementor-button-text">Comment investir en actifs ?</span>
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</a></div></div></div></div></div></div></div></div><div class="elementor-element elementor-element-5b881ba e-flex e-con-boxed e-con e-parent" data-id="5b881ba" data-element_type="container" data-settings="{"background_background":"classic"}"><div class="e-con-inner"><div class="elementor-element elementor-element-3efa863 e-flex e-con-boxed e-con e-child" data-id="3efa863" data-element_type="container"><div class="e-con-inner"><div class="elementor-element elementor-element-b7ba75a elementor-widget elementor-widget-heading" data-id="b7ba75a" data-element_type="widget" data-widget_type="heading.default"><div class="elementor-widget-container"><h2 class="elementor-heading-title elementor-size-default">Protection du patrimoine familial</h2></div></div></div></div><div class="elementor-element elementor-element-28b6954 e-con-full e-flex e-con e-child" data-id="28b6954" data-element_type="container"><div class="elementor-element elementor-element-502c1f9 e-flex e-con-boxed e-con e-child" data-id="502c1f9" data-element_type="container"><div class="e-con-inner"><div class="elementor-element elementor-element-0defc6e elementor-widget elementor-widget-heading" data-id="0defc6e" data-element_type="widget" data-widget_type="heading.default"><div class="elementor-widget-container"><h3 class="elementor-heading-title elementor-size-default">Importance de la protection du patrimoine familial</h3></div></div><div class="elementor-element elementor-element-70276a5 elementor-widget elementor-widget-text-editor" data-id="70276a5" data-element_type="widget" data-widget_type="text-editor.default"><div class="elementor-widget-container"><p><span style="font-weight: 400;">La protection de votre patrimoine familial est primordiale pour assurer la sécurité financière de vos proches sur le long terme. En tant que votre conseiller en gestion de patrimoine, je m’engage à mettre en place des mesures de protection qui préservent et accroissent votre patrimoine à travers les générations. Au travers de stratégies d’investissement prudentes, je veille à ce que votre héritage soit sécurisé contre les imprévus financiers.</span></p></div></div><div class="elementor-element elementor-element-015b80f elementor-widget elementor-widget-heading" data-id="015b80f" data-element_type="widget" data-widget_type="heading.default"><div class="elementor-widget-container"><h3 class="elementor-heading-title elementor-size-default">Solutions pour protéger le patrimoine familial des risques</h3></div></div><div class="elementor-element elementor-element-544b2a4 elementor-widget elementor-widget-text-editor" data-id="544b2a4" data-element_type="widget" data-widget_type="text-editor.default"><div class="elementor-widget-container"><p><span style="font-weight: 400;">Je propose une gamme de solutions pour protéger votre patrimoine familial contre les risques financiers. Cela inclut des stratégies de couverture, des options d’assurance vie, et des conseils pour la création de structures juridiques qui protègent vos actifs. Ces solutions sont personnalisées pour répondre à vos besoins spécifiques et à ceux de votre famille, garantissant que vos actifs sont sécurisés et prêts à être transmis selon vos plans.</span></p></div></div><div class="elementor-element elementor-element-56a7c40 elementor-widget elementor-widget-button" data-id="56a7c40" data-element_type="widget" data-widget_type="button.default"><div class="elementor-widget-container"><div class="elementor-button-wrapper">
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