About Sagis am
Sagis am: Your Trusted Partner in Wealth Management and Asset Protection
Sagis am is a leading family office and asset management firm based in Paris, France. With over 15 years of experience, Sagis has been providing comprehensive wealth management services to families, entrepreneurs, foundations, and congregations. The company's mission is to help clients preserve their wealth for future generations while achieving their financial goals.
At Sagis am, the team of experts understands that every client has unique needs and objectives. Therefore, they offer personalized solutions tailored to each client's specific situation. Whether it's managing investments or protecting assets from potential risks or liabilities, Sagis provides a wide range of services designed to meet the diverse needs of its clients.
One of the key strengths of Sagis am is its transgenerational approach to wealth management. The company believes that preserving wealth for future generations requires a long-term perspective that goes beyond short-term gains. Therefore, they work closely with clients to develop customized strategies that align with their values and goals.
Sagis am also holds an AMF license as a portfolio management company (Société de Gestion de Portefeuilles). This accreditation gives them the power to create funds reserved for multiple investors. This means that clients can benefit from diversified investment portfolios managed by experienced professionals who have access to exclusive investment opportunities.
The team at Sagis am comprises highly skilled professionals with extensive experience in finance and asset protection. They are committed to providing exceptional service and building long-lasting relationships with their clients based on trust and transparency.
Some of the core services offered by Sagis include:
1) Wealth Management: This includes developing customized investment strategies based on each client's risk tolerance level and financial objectives.
2) Asset Protection: Protecting assets from potential risks such as lawsuits or creditors through various legal structures such as trusts or foundations.
3) Estate Planning: Developing comprehensive estate plans that ensure smooth transfer of wealth to future generations while minimizing tax liabilities.
4) Philanthropy: Helping clients achieve their philanthropic goals by setting up charitable foundations or trusts.
In conclusion, Sagis am is a trusted partner for families, entrepreneurs, and organizations seeking comprehensive wealth management and asset protection services. With its transgenerational approach, personalized solutions, and experienced team of professionals, Sagis am is well-positioned to help clients achieve their financial objectives while preserving their wealth for future generations.