The Anthony & Cie wealth management division offers a global and optimal management of your assets. Based on our strong financial expertise and your objectives, a financial strategy is drawn up in order to optimize the value of your assets and income while limiting your risks.

 

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Investments
  • Carry out an audit of your assets.
  • Evaluate your risk profile.
  • Select the investment product corresponding to your needs: life insurance, investment funds, private equity…
  • Manage your financial portfolio management: optimise your wealth, guarantee your future, and diversify your investments.
Finance
  • Analyse the financial issues: loans, Equity release, debt consolidation…
  • Coordinate the release of the funds and the registration of the loan and guarantees.
Tax filling / Estate Planning
  • Manage your tax declarations: wealth tax, income tax, corporate tax, 3% tax…
  • Discuss tax optimisation, international planning, and inheritance issues for private clients.
  • Analyse your international assets and your investments with the objective of optimising tax leakage (tax optimisation and estate transfer).
  • Coordinate the constitution of corporate entities both domestic and international, SCI (a French civil company set up to own property), holding, trust…
Mergers & Acquisitions / Private Equity

Anthony & Cie International is the corporate finance arm of Anthony & Cie.

  • Organising club deals and private equity investments.
  • The intermediation of private placements of equity and debt.
  • The facilitation of fund raising for managers of alternative asset classes.
  • Off market property transactions and organisation of REITs.
  • Mergers & acquisitions advisory.
  • Financial engineering.