Our Clients

English speaking clients choose THESAURUS for our knowledge of their special financial needs and the personal service they receive.

 

THESAURUS manages its clients’ investments with only one priority in mind : achieving the personal wealth goals of each individual.

While most financial planners specialize in either real estate or financial products, THESAURUS works with clients who want a global approach to wealth management.

Our clients include senior level employees, managers, professional athletes, doctors, accountants, public notaries, lawyers, artists, business owners and CEOs.

THESAURUS creates long-term relationships with its clients. They trust us to get results and we deliver. That’s why more than 80% of our clients say they would recommend THESAURUS to friends and family.

Additionally, each client has multiple contacts within the company to ensure that there is always someone available to take their call and respond to their questions.

 

Gijsbert M., 61, French resident since 2007 (and previously for 7 years) :

Formerly  Managing Director
"The THESAURUS team was highly recommended as a professional organization with a pragmatic approach. In light of the current market volatility, their pension capital, tax and investment planning advice has proven itself prescient. THESAURUS's knowledge of tax reduction opportunities, the capital and housing market, and their broad expertise in legal, notary and tax issues is right on the mark".

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 English version

Accès rapide vers… Réduction d’impôts, défiscalisation Impôts ISF Conseil en investissement immobilier Conseil en placement financier Conseil juridique Conseil fiscal Conseiller gestion de patrimoine
Investissements immobiliers locatifs Location meublée LMNP Loi Scellier Loi LMP Loi Malraux SCPI Démembrement de propriété
Placements financiers Loi girardin industrielle SOFICA Placement assurance vie Placement en bourse FIP - FCPI Holding ISF
THESAURUS pratique Gestion de patrimoine, questions fréquentes Revue de presse Lexique Devenir CGPI THESAURUS Mentions légales Contacter THESAURUS Plan du site Sites de références