Asset management

DSO has chosen to support you as an entrepreneur in all stages of your company existence in order to enable you to ensure its growth and sustainability in time. Our firm also considers the personal sphere, which is intimately linked to your professional sphere.

We have therefore decided to provide you with a team of wealth management consultants in order to ensure the profitability of your professional and personal assets.

Prepare your future starting from now

DSO is there to protect your interests and those of your loved ones, to provide you with neutral and independent advice and to help you make objective decisions.

One of the main targets of asset management is to prepare you for a serene future and it is never too early to consider it.

You’ll even be relieved to know that you’ve put in place the necessary measures to keep you and your loved ones safe.

You will be freed from this worry, you will be able to concentrate on your core business, make your company grow and, in this way, your assets too.

Putting the right strategies in place

Following the establishment of your equity situation, your profile and the roadmap of your targets, our consultants will be ready to advise you.

Our firm primary aim is to offer you a global vision of your assets and to provide you with all the solutions that can make your assets grow, while guaranteeing the protection of your wealth. It is important to broaden your investment horizons and diversify your assets.

Preparing for retirement is paramount. What’s more, it will allow you to take advantage of tax benefits and make your savings grow.

Our experts will also be able to advise you on the importance of setting up a pension contract. The latter allows you to prevent risks related to your person. To date, the pension contract has emerged as the best tool to protect the entrepreneur and his family in the event of incapacity, disability or even death. It is a complementary and necessary protection.

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Multidisciplinary experts for an optimised asset management

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Growing and preserving your assets takes a lot of time and requires in-depth knowledge in many fields: stock market, law, taxation, financial markets…

It is therefore important to be well surrounded and to be able to trust the experts who will work for you in complete transparency.

Following a personalised study of your situation, we can work together to develop the investment, savings and tax strategies that best apply to you, your family and your business.