Nicolas Bermis
Fondateur Wellphi, Conseil En Gestion De Patrimoine at Wellphi
Based in Bordeaux, France
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Seniority
C-Team
Department
General Business & Management
Location
Bordeaux
Industry
Investment Advice
Company size
1
Contact information
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n•••••••@well-phi.com
Phone
5 credits+33 ••• •••• ••••
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Background
About Nicolas Bermis
Ingénierie patrimoniale, juridique et fiscaleAllocation d'actifsAssurance-vie, contrat de capitalisation, plan épargne retraite, plan épargne action, compte titresFonds Euro, obligations, produits structurés, SCPI, actions, private equityGestion d'un patrimoine financier et immobilierDroit matrimonial, civil et fiscalGestion de patrimoine dans un contexte internationalTransmission et cession d'entreprises M&A, financements structurés, fonds d'investissements
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