Wealth & Estates

In addition to the discretionary management of your financial assets, the second mission of Montségur Finance’s Wealth Management service is to offer you a range of personalized services allowing you to manage your estate, and to accompany you with administrative tasks.

It means, for instance, assisting you in:”

  • Establishing investment vehicles (holding companies, Special Purpose Vehicle - French SCI, ...)
  • Advice on estate, inheritance and tax structures
  • Inheritance & Transmission
  • Unlisted investments