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LA GESTION DE PATRIMOINE ORCHESTRÉE AVEC BRIO
PARTICULIERS
LE CONSEIL ET L'ACCOMPAGNEMENT SUR-MESURE
NOTRE PHILOSOPHIE
Nous appréhendons la situation patrimoniale de chacun de nos clients comme une symphonie à orchestrer… pour en faire une œuvre d’art.
A juste titre, nous sommes le chef d’orchestre de leur patrimoine.
La définition du chef d'orchestre de Wikipédia reflète bien notre vision :
« Sa mission consiste à rendre cohérent le jeu de l’ensemble des musiciens… Il règle l’équilibre… Il oriente l’interprétation des œuvres, un processus qui s’étend à partir du choix des œuvres […] ».
Pour nous OCRA Conseils :
"Notre mission consiste à rendre cohérente l'organisation de l'ensemble du patrimoine personnel et professionnel de nos clients... Nous réglons et ajustons constamment son équilibre. Nous orientons le bilan patrimonial réalisé dès le début, vers une stratégie adaptée grâce à un choix judicieux des outils patrimoniaux."
NOS OPPORTUNITES
NOUS CONTACTER
N'HÉSITEZ PAS
À NOUS CONTACTER :
01 55 60 00 00

NOTRE CABINET
63, rue des Tilleuls
92100 Boulogne, France