Build, protect and pass on your wealth.
We support families, business owners and professionals in structuring, protecting and passing on their wealth.
A comprehensive and personal approach to your wealth.
Funding your children's education, protecting your family, planning for retirement, organising your estate or reducing your tax burden: at every stage of life, wealth questions take on a different shape.
As a family-run firm, Morel & Associés takes the time to understand your situation, your plans and your values, to build a coherent strategy with you and then adjust it over the years.
Learn more about the firmYour needs before any product
We start from your goals and your situation, never from a product to sell.
The big picture
Tax, family law, investments, real estate: your wealth is considered as a whole.
Long-term follow-up
Your situation changes, and so do the rules. We come back to you to adjust the strategy.
“A wealth management adviser is to your finances what a family doctor is to your health.”
Every situation calls for a tailored answer.
Your family, your plans
- Matrimonial regime and organising your life as a couple
- Protecting your family
- Your children's higher education
- Retirement planning
- Passing on your wealth
Your business, your future
- Protecting the business owner and the business
- Remuneration and tax
- Employee savings and retirement for the owner
- Selling or passing on a business
Understanding the present to build the future.
Listen
A first meeting, at our offices or by video call, to understand your situation, your priorities and your attitude to risk.
Analyse
A full wealth review: income, tax, assets, liabilities, protection, retirement and estate planning.
Recommend
A written report and reasoned recommendations, suited to your goals and your profile.
Support
Implementation with our partners, then regular reviews to adapt the strategy over time.
Solutions selected for you.
Financial investment advice
Growing your savings in line with your time horizon and your risk tolerance.
Real estate
Buying a property, or gaining indirect exposure to real estate through SCPI units, with a rigorous analysis of every project.
Protection
Protecting your family, your business and your loans against life's uncertainties.
All investments carry a risk of partial or total loss of capital. For full details of each solution and its associated risks, please contact your adviser.
Three offices, and everywhere else by video call.
64500 Saint-Jean-de-Luz
33000 Bordeaux
75116 Paris
+33 (0)5 57 22 88 06 · contact@moreletassocies.com
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Let's talk about your plans.
A first conversation to review your situation and your goals, with no obligation.