Financially and capitally, FORGUES GESTION is providing you with an individualized investment strategy.
Wealth management consulting
Whether you need help on your tax calculation, to consolidate your multi-portfolio performances or if you just need an expert advice on an unusual financial product, we’re here to help you; actually it is as if your bank helped you complete your tax returns.
Property and real estate
As part of an essential asset of your wealth, real estate involves many financial, fiscal and regulatory issues. At Forgues Gestion, we are willing to show you how you could optimize this investment in such an environment. We also offer real estate tax exemption, through SCPI dismembered usufruct or REIT performance.
Life insurance, endoment insurance, ordinary stocks account our stocks saving plan account
All these fiscal envelopes where you hold your shares, bonds or structured products are essential to a tax-efficient portfolio. Forgues Gestion is very aware that choosing a fiscal envelop is related to your personal fiscal situation.
All these fiscal envelopes where you hold your shares, bonds or structured products are essential to a tax-efficient portfolio. Forgues Gestion is very aware that choosing a fiscal envelop is related to your personal fiscal situation. Furthermore, if you have a crush on an art-work and have no liquidities but have investments on the markets (stocks or bonds), we are able to negotiate for you a Lombard Credit (asset backed credit) with very low rates.
At the crossroad of financial skills, a stock options management plan solicits many counter-parts and interlocutors to deal with the financing and hedging operations as well as the tax optimization process. There are too many parameters involved in this process to be managed by a single person; this is why Forgues Gestion offers to handle it for you. We intend to deliver a turn-key service to the stock option holder.
This specific kind of credit is meant to generate additional liquidities for financing your projects without disrupting your investment strategy. Instead of selling securities in your portfolio in order to finance an investment in art or real-estate, you can get this kind of credit which is backed on the value of your securities held in your portfolio. Forgues Gestion developed partnerships with some of the most famous credit institutions so we are able to provide you with bespoke credit solutions whatever your projects are. Generating liquidities from a Lombard Credit is also a way of creating a liability that helps for a tax-optimization.