EDOS INVESTISSEMENTS is a wealth management, financial engineering, and brokerage consultancy firm specializing in supporting business owners, senior executives, and families.
Led by Patrick LISSERRE, the firm operates from its two locations in Gujan-Mestras (Arcachon Bay) and Vincennes (Val-de-Marne).
Our advice is organized around the firm’s key areas of expertise to meet the professional and personal challenges of business owners:
Owners & Businesses: Structuring of wealth management holdings and Real Estate Civil Societies (SCI), support for business transmission via the Dutreil Pact, merger-acquisition or disposal operations, and property dismemberment strategies.
Treasury & Investments: Investment of surplus cash via capitalization contracts, selection of euro-denominated and unit-linked life insurance contracts in open architecture, and tailor-made asset allocations.
Taxation, Retirement & Succession: Structuring of individual and corporate Retirement Savings Plans (PER), tax optimization of Income Tax (IR), Corporate Tax (IS), and Real Estate Wealth Tax (IFI), and organization of succession.
Real Estate & Paper-Property: Selection of SCPI investments (yield SCPIs and SCIs subject to IR or IS) and advice on real estate tax exemption schemes.
Visit our website: www.edosinvestissements.com
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EDOS INVESTISSEMENTS is registered with ORIAS in the following categories: CIF, COA and COBSP. This means the company is able to operate in the following areas: CIF : Financial Investment Advisor, authorized to make recommendations on financial instruments and investment solutions in compliance with the applicable regulatory framework COA : Insurance or Reinsurance Broker, able to present, propose, or assist in concluding insurance contracts tailored to the client's situation COBSP : Banking and Payment Services Broker, able to compare and propose different credit or financing solutions
EDOS INVESTISSEMENTS also holds a valid Carte T (professional real estate transaction card). This authorization allows them to carry out activities related to real estate transactions within the framework provided by applicable regulations.
EDOS INVESTISSEMENTS is a member of the professional association CNCGP.
EDOS INVESTISSEMENTS thus presents a profile framed both by its ORIAS registrations and by its affiliation with one or more professional bodies. For a saver or investor, these elements provide useful benchmarks for better understanding the professional's scope of activity.
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