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🎧 Patrimoine Ă  360 | Un alliĂ© discret : on vous Ă©claire, vous dĂ©cidez...

Claire Desprez - métagram, Gestion Privée | Valeurs et Conseils

Chefs d’entreprise, professions libĂ©rales, cadres dirigeants ou investisseurs ? Ce podcast vous aide Ă  structurer, protĂ©ger et faire fructifier votre patrimoine. Placements, fiscalitĂ©, transmission, protection sociale
 chaque Ă©pisode vous donne des clĂ©s concrĂštes, sans jargon ni blabla. Avec Claire Desprez, directrice gĂ©nĂ©rale du cabinet Valeurs et Conseils et associĂ©es de mĂ©tagram, gestion privĂ©e... more

PublishesWeeklyEpisodes31Founded9 months ago
Language
French
Number of ListenersCategories
InvestingBusiness

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Artwork for 🎧 Patrimoine à 360

Latest Episodes

Dans ce deuxiÚme épisode avec Christophe Tapia, Directeur Général de Sunny Asset Management, on lùche les fondamentaux pour rentrer dans le vif du sujet.

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Aujourd'hui, j'inverse les rÎles. C'est moi qui interviewe Christophe Tapia, Directeur Général de la société de gestion Sunny Asset Management, pour une leçon de pédagogie sur les marchés financiers.

- OĂč va votre argent quand vous investissez dans ... more

Le pacte Dutreil reste le dispositif le plus puissant pour transmettre une entreprise avec 75 % d’exonĂ©ration fiscale.

Mais la loi de finances 2026 change deux rĂšgles fondamentales :

➡ l’exonĂ©ration est dĂ©sormais limitĂ©e aux actifs rĂ©ellement profes... more

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Reviews

5.0 out of 5 stars from 3 ratings
  • TrĂšs bon contenu

    Contenu pratique et rapide pour mieux gérer son patrimoine

    Apple Podcasts
    5
    emilie2007
    France8 months ago

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Apple Podcasts
#243
France/Business/Investing

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🎧 Patrimoine à 360 launched 9 months ago and published 31 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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