{"id":134,"date":"2020-08-21T09:44:05","date_gmt":"2020-08-21T13:44:05","guid":{"rendered":"https:\/\/yourprivatecfo.com\/?page_id=134"},"modified":"2026-03-10T13:37:15","modified_gmt":"2026-03-10T17:37:15","slug":"nos-services","status":"publish","type":"page","link":"https:\/\/yourprivatecfo.com\/fr\/nos-services\/","title":{"rendered":"Nos services"},"content":{"rendered":"

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Services exclusifs<\/span><\/h2>\n

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Strat\u00e9gie vision 2020 \u00ae<\/h3>\n

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Solution de portefeuille uniimp\u00f4t \u00ae<\/h3>\n

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Programme de patrimoine dirig\u00e9 \u00ae<\/h3>\n

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Des solutions financi\u00e8res cl\u00e9 en main<\/span> de type \u00ab Family Office \u00bb\u00a0<\/span><\/span><\/h2>\n

[\/vc_column_text][vc_column_text css=\u00a0\u00bb\u00a0\u00bb el_class=\u00a0\u00bbcercle-beige\u00a0\u00bb]Si vous \u00eates entrepreneurs, agriculteurs, professionnels ou retrait\u00e9s et que vous poss\u00e9dez un portefeuille d\u2019un million ou plus et que vous d\u00e9sirez faire cro\u00eetre vos avoirs ou les pr\u00e9server, Votre CFO Priv\u00e9 est le Hub financier que vous cherchez.<\/p>\n

L’exp\u00e9rience que notre \u00e9quipe a acquise au cours des trente derni\u00e8res ann\u00e9es en conseillant et desservant des clients uniques, comme vous, nous a permis de d\u00e9velopper et de cr\u00e9er une gamme de services adapt\u00e9s \u00e0 vos diff\u00e9rents cycles de vie financi\u00e8re.<\/p>\n

Avec notre approche cl\u00e9 en main, de type \u00a0\u00bb Family Office\u00a0\u00bb, notre \u00e9quipe<\/span> chevronn\u00e9e collabore avec plusieurs professionnels et intervenants***<\/span>, cela nous permet de g\u00e9rer tous les aspects<\/span> d\u2019un patrimoine familial et le transfert d\u2019entreprise, notamment en mati\u00e8re d\u2019investissement, de succession et de planification de la retraite. Nos gestionnaires de fonds communs de placement <\/span>sont s\u00e9lectionn\u00e9s avec soins et affect\u00e9s \u00e0 nos clients en fonction de leurs besoins sp\u00e9cifiques.[\/vc_column_text][\/vc_column][\/vc_row][vc_row type=\u00a0\u00bbfull_width\u00a0\u00bb el_class=\u00a0\u00bbnos-expertises-row border-30″][vc_column][vc_row_inner type=\u00a0\u00bbfull_width\u00a0\u00bb el_class=\u00a0\u00bbservices-row-first expertises-row-small\u00a0\u00bb][vc_column_inner el_class=\u00a0\u00bbexpertises-col\u00a0\u00bb width=\u00a0\u00bb1\/3″ css=\u00a0\u00bb.vc_custom_1598042507511{background-image: url(https:\/\/yourprivatecfo.com\/wp-content\/uploads\/2020\/08\/service-solut-ent.jpg?id=215) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}\u00a0\u00bb][vc_column_text]<\/p>\n

Solution pour entrepreneurs<\/h3>\n

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Placements et croissance<\/h3>\n

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Assurances<\/h3>\n

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Strat\u00e9gie de retraite<\/h3>\n

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Planification successorale<\/h3>\n

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[vc_row type=\u00a0\u00bbin_grid\u00a0\u00bb el_class=\u00a0\u00bbactualites-title-row\u00a0\u00bb][vc_column][vc_column_text el_class=\u00a0\u00bbcercle-beige\u00a0\u00bb] Services exclusifs [\/vc_column_text][\/vc_column][\/vc_row][vc_row type=\u00a0\u00bbfull_width\u00a0\u00bb el_class=\u00a0\u00bbnos-expertises-row border-30 nos-expertises-row-orange\u00a0\u00bb][vc_column][vc_row_inner type=\u00a0\u00bbfull_width\u00a0\u00bb el_class=\u00a0\u00bbservices-row-first expertises-row-small\u00a0\u00bb][vc_column_inner el_class=\u00a0\u00bbexpertises-col\u00a0\u00bb width=\u00a0\u00bb1\/3″ css=\u00a0\u00bb.vc_custom_1611937068085{background-image: url(https:\/\/yourprivatecfo.com\/wp-content\/uploads\/2021\/01\/the2020visionStrategy_RES.jpg?id=645) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}\u00a0\u00bb][vc_column_text] Strat\u00e9gie vision 2020 \u00ae [\/vc_column_text][vc_raw_html]JTNDcCUyMGNsYXNzJTNEJTIyZmxlY2hlLWJ0biUyMiUzRSUzQ2klMjBjbGFzcyUzRCUyMmZhcyUyMGZhLWNoZXZyb24tZG93biUyMiUzRSUzQyUyRmklM0UlM0MlMkZwJTNF[\/vc_raw_html][vc_column_text el_class=\u00a0\u00bbbox-link\u00a0\u00bb]Lien[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=\u00a0\u00bbexpertises-col\u00a0\u00bb width=\u00a0\u00bb1\/3″ css=\u00a0\u00bb.vc_custom_1611937093395{background-image: url(https:\/\/yourprivatecfo.com\/wp-content\/uploads\/2021\/01\/theUnitaxPortfolioSolution_RES.jpg?id=643) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}\u00a0\u00bb][vc_column_text] Solution de portefeuille uniimp\u00f4t \u00ae [\/vc_column_text][vc_raw_html]JTNDcCUyMGNsYXNzJTNEJTIyZmxlY2hlLWJ0biUyMiUzRSUzQ2klMjBjbGFzcyUzRCUyMmZhcyUyMGZhLWNoZXZyb24tZG93biUyMiUzRSUzQyUyRmklM0UlM0MlMkZwJTNF[\/vc_raw_html][vc_column_text el_class=\u00a0\u00bbbox-link\u00a0\u00bb]Lien[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=\u00a0\u00bbexpertises-col\u00a0\u00bb width=\u00a0\u00bb1\/3″ css=\u00a0\u00bb.vc_custom_1611937112305{background-image: url(https:\/\/yourprivatecfo.com\/wp-content\/uploads\/2021\/01\/theDirectWealthProgram_RES.jpg?id=647) !important;background-position: center […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-134","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nVotre CFO priv\u00e9 - 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