Creating a new impulse
Combining our skills within the same group seemed to us to be the natural way to build, through a strong brand, a 360° offer. This new environment promotes our synergies and strengthens the quality of our support. It creates real emulation that stimulates our ability to innovate in our businesses and promotes the integration of impactful solutions, both socially and environmentally.
The alliance of expertise
Complementary skills for turnkey solutions
- Global audit: Development of a personalized heritage strategy
- Legal and tax structuring with an economic approach
- Corporate advisory
- Mobility and International
- Dedicated Solutions
- Private Equity
- Real Estate
- Financial markets
- Alternative Assets (Art/Digital Assets)
- Family Governance
- Selection, Consolidation and Supervision of Investments
- Sustainable Finance
- Private Secretariat
- Investments in life insurance and capitalization contracts,
- Tax optimization: tax exemption, transfer, restructuring of assets,
- Property Law: family law, tax law, corporate law.
- Financial markets (Security account, PEA, etc.)
- Corporate cash investment,
- Investments in listed rating,
- Financial Real Estate (SCPI, OPCI, other Alternative Investment Funds)
- Yield real estate,
- Tax real estate,
- Advice on ownership methods and financing of real estate investments
- Quantitative and qualitative analysis of insurance policies in the event of temporary or permanent work stoppage.
- Risk analysis concerning permanent overhead costs in the event of manager incapacity.
- Risk analysis “Key man guarantees” & “Cross partners” with partners’ agreement.
- Call for tenders or comparison depending on the audit specifications.
- Selection of contracts, implementation and verification of policies issued.
- Monitoring the evolution of the balance sheets each year for adjustment if necessary.
- Creation of files and follow-up in the event of a disaster.
- Retirement pension estimate.
- Analysis of the retirement strategy (if existing).
- Setting up retirement savings and monitoring policies.
- Adjustments based on the date of liquidation of rights under compulsory schemes.
cumulative experiences
clients
Advice days
Collaborators
Business leaders supported
Missions successfully completed
Our Values & Commitments
The benchmarks that
mark our missions
Doing business with rigor is a quality that we share with business leaders and individuals. At Corelliance, excellence is the cornerstone of our customer relationships. We are committed to providing services that meet a high level of requirements thanks to the skill and passion that drive our teams.
It is within the framework of continuous reflection on the evolution of the personal situation and assets of our clients that responsiveness takes on its full meaning. Thanks to a good reading of the markets, their developments and trends, and the difficulties and needs of our customers, we have the capacity to adapt the strategies put in place and quickly deploy new solutions.
Our independence is the key to our commitment to our clients. We are free to make decisions based on the specific needs of our clients, without shareholder constraints. Our selection of investment solutions is based on independent analysis to guarantee better transparency and total impartiality in the choice of strategies implemented.
Agility is at the heart of our approach. It is expressed through a Group structure and processes that promote the pooling of skills, innovation and rapid decision-making. In a constantly evolving environment, responsiveness and performance must be at the heart of our businesses. Our “Agile” approach allows us to provide our customers with proactive monitoring and quality support. Anticipating, planning and adapting constitute a real “Life motif” in carrying out our missions.
Doing business with rigor is a quality that we share with business leaders and individuals. At Corelliance, excellence is the cornerstone of our customer relationships. We are committed to providing services that meet a high level of requirements thanks to the skill and passion that drive our teams.
It is within the framework of continuous reflection on the evolution of the personal situation and assets of our clients that responsiveness takes on its full meaning. Thanks to a good reading of the markets, their developments and trends, and the difficulties and needs of our customers, we have the capacity to adapt the strategies put in place and quickly deploy new solutions.
Our independence is the key to our commitment to our clients. We are free to make decisions based on the specific needs of our clients, without shareholder constraints. Our selection of investment solutions is based on independent analysis to guarantee better transparency and total impartiality in the choice of strategies implemented.
Agility is at the heart of our approach. It is expressed through a Group structure and processes that promote the pooling of skills, innovation and rapid decision-making. In a constantly evolving environment, responsiveness and performance must be at the heart of our businesses. Our “Agile” approach allows us to provide our customers with proactive monitoring and quality support. Anticipating, planning and adapting constitute a real “Life motif” in carrying out our missions.
