Karré Consulting
Wealth management
The firm negotiates and defends your interests by supporting you
in France and abroad in managing your wealth private and professional.
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Areas of expertise in tax, legal and social matters.
Open architecture solutions through direct brokerage of financial, real estate and movable assets.
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- Heritage engineering missions
- Human support from independent privileged advice
- Personalized private management with supervised digital tools
Our solutions for you
Our solutions for you
FINANCE
Financial investments
INSURANCES contracts, capitalization natural person, moral, rights French & Luxembourgish
Life insurance in the event of life, death, temporary, dependence, funeral, key guarantees, annuities
Retirement savings plan, law Madelin, article 83, collective SAVINGS, salary, club deal, holding, trust
Portfolio holding company, UCITS, structured funds, certificates, warrant, cryptocurrency, tracker, ETF
Portfolio management, profiled, day & swing TRADING, stocks stocks, bonds, FOREX, commodities
Banking INVESTMENTS, CTO, PEA, PEA SME, SOFICA, FCPI, FIP, FCPR, SRI, primary, secondary markets
Depreciable CREDITS, in fine, Lombard, mortgage, without Riba, donations, providence, disability, property and casualty
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REAL ESTATE & FURNITURE
Real estate & furniture investments
LOI PINEL, law Malraux historical monument, Girardin law, French & international law
LMNP CENSI-BOUVARD, amortization, residence managed, STUDENT, senior, tourism, hotel, EHPAD
Promotion, residential, report, services, BARE PROPERTY, classic, transaction, new, recent, old, exceptional
Real estate company, SCPI Pinel, MALRAUX HISTORICAL MONUMENT, land deficit, yield, LMP, LMNP
Land, land, LIFE, acquisition, merger, transfer of business, goodwill, premises, family LLC, trust
Gold, Metals and precious stones, ores, objects and works of art, collectibles, paintings, old cars
Wood, forests, wine estates, Tepa law, Dutreil pact
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Our related
& organizational networks
Karré Consulting
Your conductor
Legal Notice
Wealth management consulting firm, insurance brokerage, banking operations and payment services, financial investment advice and transaction on real estate and business SAS 83284055700017
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Registered at ORIAS and certified by the Financial Markets Authority,
Statutes CIF, COA, COBSP 18001576
Professional real estate transactions card CPI69012020000045269
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RCP Aon France Zurich Insurance PLC 7400026945
Minimum guarantee* financial 2 500 000 €
*By investment solution and excluding additional partner guarantees
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Member of the ANACOFI chamber,
approved by the AMF and the ACPR of the Banque de France E008881, of the FNAIM
and the World Trade Centers Association and the Business Network International
