OUR PROCESS

The Stratèges Gestion De Patrimoine Approach:

Our approach is simple: to offer our clients a complete turnkey service based on their objectives and their short, medium- and long-term needs. Our approach is divided into four parts:

ANALYSIS : Stratèges GDP meticulously and conscientiously analyzes your financial data, your personal and professional profile in order to recommend a detailed and precise financial plan.

1

EDUCATION : Stratèges GDP makes it their duty to educate you about your financial situation, various products on the market and industry trends to maximize your understanding of your integrated financial management.

2

FLEXIBILITY : Stratèges GDP has great flexibility in terms of product offering. We can therefore offer you the optimal solutions adapted to your specific situation.

3

FOLLOW-UPS : Stratèges GDP prioritizes thorough and frequent follow-ups to ensure that the implemented solutions are always in alignment with the objectives of your financial plan over the years by considering the various events and changes that may occur during your life.

4

Our partners

Our partners play an important role within our company. Each of them is a key link in our team to allow us to offer our clients a high quality service offered by fine specialists in essential areas related to financial planning. A lawyer, an accountant, a tax expert, a notary, a real estate broker… all have a specific role to play in supporting our clients with their goals. For us, developing solid partnerships means allowing our clients to have a relationship of trust with specialists who will support them with the same passion, the same philosophy and the same values as Stratèges GDP.