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Who We Are

Our English speaking financial planners can help you benefit from several investment concepts to grow, preserve and transition your wealth. Some of our consultants have a long term financial experience in the United States and internationally; they can relate to you on many of your financial questions.

THESAURUS is an independent wealth management advisor with headquarters based in Aix-en-Provence and consultants located in Paris, Lille, Lyon, Rodez, Rouen, Toulouse and Montpellier.

Whether your needs involve reducing your French income taxes, planning for retirement, managing an inheritance or restructuring your wealth to achieve the maximum legal benefits allowable, THESAURUS provides the greatest variety of financial solutions available. And unlike other financial planners, THESAURUS doesn’t advise its clients to invest only in in-house products.

- Our Team

- Our Clients

"Atypically, THESAURUS brings value to its clients by offering step-by-step assistance from analysis of the client's financial situation to customized financial solutions and follow-up on the progress of their investment. A rare offer." - Family Finance Magazine, June 2008.

Mis à jour le 03/02/2012.

 

 

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 English version

Accès rapide vers… Gestion patrimoine ISF 2011 Investissement locatif Placement financier Réduction d'impôts, défiscalisation Conseiller gestion patrimoine Conseil juridique
Les conseils Thesaurus Investir en Scellier en 2011 Gestion patrimoine 2011 Booster son assurance-vie Scellier BBC, explications Placements financiers court terme Le Scellier Outre Mer en 2011 Placements pour les expatriés Loi de finances 2011, les impacts
LES OPPORTUNITES THESAURUS Assurance-vie : 4,5% garantis à vie Scellier Cannes Placement en bourse FIP ISF SCPI 2011 LMNP, préparez votre retraite Girardin Industriel Votre épargne rémunérée à 7,05% brut
THESAURUS pratique Conseillers en gestion patrimoine, rejoignez-nous Revue de presse Gestion patrimoine, questions fréquentes Lexique Plan du site Nous contacter Sites de références Mentions légales