About ARBOR PATRIMOINE.
Arbor Patrimoine – Wealth Advice & Management
‘Building a wealth strategy is about more than investing: it means giving your wealth purpose, coherence and direction.’
At Arbor Patrimoine, we help individuals, families, investors and business owners build, optimise, protect and transfer their wealth.
Founded by Céline Leguével, who holds a Master’s degree in Wealth Management (Bac+5), our firm draws on several years’ experience in wealth management, property, investment and financing.
An independent firm based in Caen and serving clients throughout France, we put impartial, comprehensive and personalised advice at the heart of our approach.
Our conviction: a wealth decision should never be considered in isolation. Property, financial investments, tax, financing, family protection and wealth transfer are closely connected and must form part of a comprehensive, coherent and evolving strategy.
Qualifications & Authorisations
Our firm holds the authorisations and skills required to provide cross-disciplinary wealth advice. Its founder, Céline Leguével, holds a Master’s degree in Wealth Management, Bac+5 level, and operates notably under the following statuses and competencies:
• Financial Investment Adviser (CIF);
• Insurance Intermediary (IAS);
• Intermediary in Banking Transactions and Payment Services (IOBSP);
• Professional licence for transactions in real estate and business assets;
• Appropriate Legal Competence (CJA) within wealth advisory activities;
• membership of an approved professional association, complying with the regulatory and continuing training obligations applying to our activities.
Comprehensive Wealth Expertise
At Arbor Patrimoine, our work includes:
Financial strategy and investment: organising savings, wealth allocation, life insurance, PER, financial investments, SCPI and asset diversification.
Property strategy: analysing and structuring investment projects, choosing ownership and operating arrangements, property taxation, forecasts, financing and borrower insurance.
Tax and wealth optimisation: analysing tax circumstances and identifying strategies consistent with each person’s goals, family situation and time horizon.
Protection and wealth transfer: organising assets between spouses, family protection, succession planning and considering the transfer of wealth to children and future generations.
Support for business owners and the self-employed: coordinating private and professional wealth, remuneration, protection, retirement, investment and transfer planning.
Every engagement begins with a comprehensive analysis of our clients’ personal, family, professional, financial, property and tax circumstances.
Our aim is to build a truly tailored strategy, without starting from a predetermined product or solution. We assess the different options, their benefits, constraints and impacts so that everyone can understand the proposed strategies and make informed decisions.
Our role is above all to advise, explain and provide an overall perspective, maintaining the impartiality needed to identify the solutions most consistent with each person’s situation and objectives.
At Arbor Patrimoine, advice is a long-term commitment: wealth evolves with life plans, family, career and individual objectives.
A wealth strategy must therefore be able to evolve with the client.
Expertise.
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Authorisations and registrations.
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Key takeaways
ARBOR PATRIMOINE is registered with ORIAS in the following categories: CIF. This means the company is able to operate in the following areas: CIF : an investment advisor authorised to provide recommendations on financial instruments and investment solutions within the applicable regulatory framework
ARBOR PATRIMOINE also holds an up-to-date Carte T (French real estate transaction licence). This authorization allows the company to carry out real estate transaction activities within the framework set out by the applicable regulations.
ARBOR PATRIMOINE is a member of the professional association ANACOFI. These bodies play an important role in overseeing the profession: ANACOFI is a recognised professional association in the field of wealth advisory and financial intermediation, which supports its members on regulatory, ethical and professional representation matters.
ARBOR PATRIMOINE 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.
Disclaimer
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