Partner access RECEPTION SOCIETY INDIVIDUALS PROFESSIONALS PARTNERS CONTACT “We are committed to monitoring your asset situation in a changing environment (personal situation, economic situation, regulations, etc.) in order to adapt your asset strategy to these changes. " OUR APPROACH LISTEN Our mission begins with attentive listening and global discovery that allow us to fully understand your needs and aspirations. Each case is specific and we are committed to developing tailor-made solutions for each of our clients. ANALYSIS AND PROPOSAL Following the collection of your personal data and your objectives, we will analyze different solutions that meet your expectations, by carrying out quantified simulations in order to assess the financial and fiscal impact of your projects. In a second meeting, we will present the chosen investment solutions to you. We will explain the mechanisms and rules applicable to its recommendations with their advantages and disadvantages. "We select investment solutions and high-end services from renowned establishments". IMPLEMENTATION Insofar as the approach suits you, we are committed to supporting you in the implementation of the wealth strategy. PERSONALIZED FOLLOW-UP We meet with you every year to: - Update your situation and your objectives - Analyze the performance of your investments - Update your social protection - Present the latest fiscal and financial developments ISALYS consulting and investments - 18 rue gerbault 51100 REIMS - contact@isalys-patrimoine.com - Tel: 09 81 45 01 39 - Fax: 09 81 40 37 39 - Legal notices - Realization: DR'Création