I provide independent, personalized wealth advice to help you build, grow, protect and transfer your wealth throughout the different stages of your life.
A comprehensive and independent approach to understanding your overall situation and developing strategies aligned with your financial, tax and family objectives.
riorities to build a clear, coherent and personalized wealth strategy.
A carefully selected range of new-build and existing properties to help you develop your real estate wealth in line with your objectives and overall strategy.
Diversified investment solutions and personalized asset allocation tailored to your objectives, investment horizon and risk profile.
Personalized strategies to prepare for retirement, anticipate changes in your income and maintain your standard of living over the long term.
Identifying tax-planning opportunities suited to your situation to help optimize your tax position and overall financial situation, within the applicable legal framework.
Planning ahead for the transfer of your wealth to protect your loved ones, organize your estate and pass on your assets under the most appropriate conditions.
Eva Sun Patrimoine – Registered with Orias under number 25000641 (www.orias.fr), as:
– Intermediary’s representative for banking and payment services
– Intermediary’s representative for insurance
– Tied agent on behalf of Stellium Invest
RSAC Versailles 933 563 686
