Megan G.
Business Partnerships Manager @Cabinet Bhb
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WORK HISTORY
Business Partnerships Manager @Cabinet Bhb
Ville de Paris, FR
Expertise:Wallet ManagementTax adviceFinancial adviceInvestment managementReal estate investmentsFinancial investmentsRenegotiation of creditsSaving
EDUCATION
OMNES Education
Master 2 (M2)
ABOUT MEGAN G.
Engaged for several years to the service of my clients, I use my expertise in asset management by supporting them in defining their wealth strategy according to: Their life projects Their financial situation Their family composition And this, in a constantly changing fiscal, legislative and economic environment Goals? Build personalized solutions adapted to the needs, while providing reasoned advice in the choice of investments. For this, I bring the keys of- Taxation - Saving - Transfer of assets - Real estate investments - Financial investments - Renegotiation of credits
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