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Every engagement follows the same progression: understand before acting, structure before investing, oversee over time.

Why a method

A method is not at odds with a personal approach: it is what makes one possible. Applied to every file, it ensures that no aspect of your situation is overlooked before any recommendation is made.

The content of each stage varies with your profile; its structure stays the same. That is what keeps the strategy coherent, and lets you know where you stand.

Six dimensions to bring together.

Build
Growing your wealth methodically and consistently.
Structure
Organising the assets you hold so that their coherence becomes clear.
Invest
Building a coherent allocation across asset classes.
Optimise
Using the tax mechanisms available, within the rules in force.
Protect
Shielding your family, those close to you and your plans from life’s uncertainties.
Pass on
Preparing the transfer of your wealth to the next generations.

Five stages, from diagnosis to ongoing oversight.

  1. Understand

    The first conversation is about understanding who you are, what you have built and what you are looking for. The firm listens before it advises.

  2. Analyse

    The firm maps out your wealth: structure, tax, overall coherence. The analysis shows what works and what needs adjusting.

  3. Structure

    From this it draws up a strategy: priorities, order of actions, and the reallocations needed to align your wealth with your objectives.

    You receive a written review, which serves as the basis for discussions with your other advisers.

  4. Implement

    Solutions are chosen only at this stage, and presented with their costs and risks before any subscription. The firm coordinates their implementation.

  5. Oversee

    A strategy evolves with you. The firm provides regular follow-up, reviews the reallocations and adapts the strategy as your plans change.

Questions about the method.

Should I prepare any documents for the initial consultation?

Yes, a few documents make the conversation more concrete: your latest tax notice, your investment contracts and their latest statements (assurance-vie, the French life insurance wrapper; PER, the French retirement savings plan; securities account; PEA, the French equity savings plan), together with a summary of your loans and your property. Depending on your situation, your pension record, or your company’s articles of association and latest balance sheet, may also be useful. Simply have them to hand during the consultation; an incomplete file does not prevent this first conversation. The firm will then let you know which documents are needed as the engagement proceeds.

Why do the solutions only come at the fourth stage?

A solution is only as good as the objective it serves. Choosing it before the strategy means looking for a justification after the event.

What happens if my situation changes?

The strategy is reviewed, in addition to the regular follow-up meetings.

Write to us

Describe your situation in a few lines. Your information is used only to call you back.

  • 45 minutes
  • by video call
  • not charged

You may also write to contact@zolias-conseil.com

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Example: +44 20 7946 0000 or 06 12 34 56 78

The firm will call you back within one working day to arrange the consultation.

ZOLIAS SAS processes this information to contact you and prepare the consultation, and for no other purpose. It is kept for 3 years from your last contact with the firm. You may access it, correct it or have it erased by writing to contact@zolias-conseil.com. Privacy policy.