- 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.
- 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.