Founded in 2008, EQUATIS & ASSOCIES is an independent wealth management consulting firm (cabinet de conseil en gestion de patrimoine). The company provides a global and personalized approach to managing the assets of its clients, who include individuals, professionals, and business leaders. Their services encompass financial investment advice, real estate investment strategies, insurance brokerage, retirement planning, and wealth transfer optimization, aiming to build and grow their clients' financial and real estate assets over the long term.

Founded in

France