YOUR FINANCIAL FUTURE, OUR EXPERTISE:
INVESTMENTS,
REAL ESTATE AND FINANCING.
WITH TOTAL INDEPENDENCE.

Building wealth, whether financial or real estate, is the work of a lifetime. Protecting it, growing it, and ensuring its transmission to future generations are essential steps. Privafin works with you to assess your financial situation and to design tailor-made solutions that meet your personal goals.

Our services

Financial Investments

Our experts guide and assist you every step of the way, from determining your investor profile, to selecting partners, and monitoring your portfolio over time.

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Three types of portfolios :

“Direct”
Portfolio

Individual stocks and/or bonds. Simplicity, transparency, and lower costs.

“Index”
Portfolio

Index funds (trackers, ETFs). Global diversification at minimal cost.

“Income”
Portfolio

High-dividend equities and bonds. Designed to maximise portfolio income.

Real Estate Financing and Investments

Turn your real estate dreams into reality with tailor-made financing solutions and/or invest wisely in property through our real estate wealth management expertise.

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Wealth Review and Asset Structuring

Optimize your wealth with a comprehensive financial analysis and ensure a solid financial future through personalized solutions.

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Estate Planning Support

Plan your family’s future with peace of mind thanks to our estate planning expertise and the guidance of our advisors.
Find the right balance between financial security and the efficient transfer of your assets.

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Our values

Excellence

We offer a broad range of services built on the complementary expertise of our specialists in each key area — wealth protection, financial planning, tax optimisation, savings and investments, and more. Each client is always assisted by the best-qualified expert, able to answer their questions directly and efficiently.

Efficiency

We continuously invest in cutting-edge digital tools and rely on a dynamic and cohesive team. Our clients benefit from responsive, proactive service and clear, effective answers, always delivered with professionalism and a smile.

Integrity

Our shareholding is entirely private and owned by the company’s active partners. This structure ensures total independence from any external supplier or investor, giving us complete freedom in the selection of the products and services we offer. Short-term profitability is never our priority, our true wealth lies in our clients. We treat their personal data with the utmost respect and the highest level of confidentiality

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