HomeEconomyEpsilium: personalized support from a wealth management consulting firm

Epsilium: personalized support from a wealth management consulting firm

Combining a high level of expertise, world-class customer service, and a personalized approach around tailored investment solutions, wealth management consultancy Epsilium helps many people build their wealth and secure their savings, whatever their goals. .

A firm founded by former elite athletes

Since its creation in 2018, the wealth management consultancy Epsilium has been advising and supporting many clients throughout France. The goal? Let them develop their assets, prepare for their retirement or wealth, protect their families, but also reduce their taxes, through personalized solutions tailored to their needs.

Advisors present at each stage of the investment project

Epsilium’s expert teams take the time to carry out a patrimonial, fiscal and financial audit with each client, in order to understand their situation and define with them their short, medium and long-term objectives. This analysis will thus allow you to define which systems suit your needs.

As part of a real estate investment, the group’s specialty, Epsilium advisers will select different properties according to various criteria, such as price, location, rental potential and specifications established with the client. You will then be accompanied at each stage of your project: to obtain your credit, for the appointment with the notary and the delivery of the keys. Epsilium is also in charge of managing the property, and carrying out all the administrative procedures, up to the complete income statement. “We are present from A to Z, as soon as the client needs us. The objective: profitability, security and zero mental load for the investor! » adds Delphine Delsalle.

With offices in Paris, Rennes, Lyon, Bordeaux and Nantes, the wealth management consultancy can advise people located throughout France, thanks to new digital tools.

Real estate investment, credit intermediation, financial savings or even rental management: Epsilium offers a wide range of solutions to manage and develop your assets in the more or less long term. A high level of expertise and personalized support seem convincing: to date, 60% of the firm’s clients come from a recommendation from a close friend and word of mouth.

This content was produced in association with OpenMedias. The BFM Business editorial team was not involved in the production of this content.

Author: In collaboration with Open Media
Source: BFM TV

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