Wealth management
The peace-of-mind of a future that’s secure.
INELYS has joined forces with a partner boasting more than 30 years of specialized experience in wealth management: VALEUR ET CAPITAL.
INELYS s’est associé à un partenaire spécialiste dans la gestion de patrimoine depuis plus de 30 ans : VALEUR ET CAPITAL.
What solutions do I have to protect my assets ?
How can I maximize my income ?
What are the best wealth transfer strategies ?
How do I protect my family and ensure their financial future is secure ?
Ongoing changes in tax law and regulations and the complexity of existing solutions ensure that wealth management is definitely the expert’s domain!
Our in-depth knowledge of tax affairs, the current financial environment and your situation enables us to offer you practical solutions that are tailored to you - because over and above our traditional fields of expertise, Inelys’ specialists are here to act as your trusted, go-to advisors.
Real estate investments
Our experts propose a range of products derived from a wide variety of tax schemes and arrangements (Pinel scheme, deductibility of rental real estate losses, the Malraux law, the rental of furnished property...).
Nos experts proposent des produits dans tous les régimes fiscaux (dispositif Pinel, déficits fonciers, Malraux, Loueur Meublé...).
Financial investments
We will draw up a long-term wealth management strategy with you, making the most of tailored, carefully thought out investment solutions.
Nous élaborons ensemble votre stratégie patrimoniale sur le long terme grâce à des solutions d’investissements sur-mesure et soigneusement pensées.
Making life easier for you
Our experts will help you with your tenant search, the creation of an inventory of fixtures, drawing up contracts and more. They will also advise you in the event work has to be done on your property.
Nos experts vous aident pour la recherche des locataires, la réalisation des états des lieux, la rédaction des contrats... et vous conseillent en cas de travaux.
Four reasons to entrust us with
the management of your assets
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We are past masters in offering advice and support!
We offer a 360° perspective of your situation and business
We have close links with key partners:
Banks, notaries, solicitors, insurance agents...
Banquiers, notaires, avocats, assureurs ...
We have our finger on the pulse with regard to developments on the tax scene
Our other areas of expertise
Audit
Social benefits & HR
Assistance juridique
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Gestion fiscale LMP/LMNP