Founded in 2008, OPERLIS is an independent wealth management firm dedicated to providing comprehensive and personalized strategies for private and professional clients. The firm specializes in several key areas, including financial investments, real estate investment advice, retirement planning, foresight (prévoyance), and the optimization of wealth transfer. Their mission is to support clients over the long term by building tailored strategies based on a thorough analysis of their financial, family, and professional situation, while operating with complete independence from banking or insurance networks.

Founded in

France