Lucas Maillard operates as an independent wealth management advisor ("Conseiller en Gestion de Patrimoine Indépendant") in France. His mission is to provide bespoke financial strategies to help clients manage, grow, and transfer their wealth. The services offered encompass a comprehensive approach to financial well-being, including financial investments, real estate advisory, tax optimization, retirement planning, and succession planning. He is a registered financial investment advisor (CIF), insurance broker, and intermediary in banking operations, regulated under the French authority ORIAS, ensuring compliance and professional standards.

Founded in

France