Wealth management


Asset management consultancy is provided by multi-disciplinary specialists who understand the challenges faced by entrepreneurs and can assist them in structuring, managing, optimising and transferring their private and professional assets. RSM offers you tailor-made solutions which are a cut above the rest, by virtue of the skill and innovative approach of its teams of consultants.

Transfer of my professional assets. Is there any protection for my spouse?
What conditions need to be met in order to make a successful transfer?
How can my salary be optimised?

A vocation...

  • Optimising asset structuring and development in accordance with the constraints and objectives of each client
  • Organising and managing the accounting treatment of the financial and property assets of our clients
  • Ensuring synergy between the various advisers (banker, insurer, notary, lawyer) in structuring our clients’ assets
  • Anticipating tax and succession issues and keeping a financial record

To serve the interests of...

  • Business leaders wishing to ensure the continuation of their company and transfer it on the best terms and conditions,
  • Entrepreneurs who have sold their company and are seeking to structure their financial assets,
  • Salaried managers and independent professionals, whose success has generated family wealth,
  • Families liable to pay wealth tax (ISF) owning financial or property assets who wish to look into diversification, management or transfer.

If you want to...

  • Maximise the value of your wealth, we can help you to structure your assets and implement and monitor operations.
  • Protect your family's interests, we will help you prepare for transfers and set up your family adviser and governance of your business.

“Wealth adorns a house, and virtue adorns the person” Confucius