Trinity Gestion Privée is an independent wealth management consulting company, led by its founders Alain ATALLAH and Brice RUEL, which has become one of the most important players in its sector of activity in France.
TRINITY Gestion Privée is a trusted partner accompanying and assisting you in tax and financial optimization whether you are a private individual or a professional.
Our profession is one of the most diverse and regulated consulting professions. We have to respond to a daily challenge and thus satisfy our customers as the rules of the game change regularly.
Taxation, civil law with inheritance and donation options, taxation on income from property ... everything is constantly changing and each of these subjects is treated, analyzed and highlighted with the objectives and wishes of our clients in order to be one step ahead of the law and your financial situation.
Our golden rule: The customer must remain at the center of our concerns. And it is.
Our approach is to make very high-end solutions accessible to all our customers who were previously only reserved for "large accounts" of private banks.
All our employees benefit from continuous wealth training (tax, nance, civil, real estate law ...) in order to be able to provide our clients with the advice that is most appropriate and fair to their situation.
Since our creation, we have also gotten closer to legal and financial professionals with whom we work in synergy such as notaries, chartered accountants and tax lawyers, thus bringing and once again the impeccable quality of advice expected by our clients.
Company Details
- Employees
- 10
- Founded
- -
- Address
- 1, Avenue Victor Hugo, Valence,auvergne-Rhône-Alpes 26000,france
- Industry
- Investment Banking
- NAICS
-
Investment Banking and Securities Dealing
- Website
- http://www.trinity-gestion.fr
- Keywords
- Conseil en Stratégie Patrimoniale, Optimisation Fiscale, Défiscalisation, Conseil en Investissements Financiers et Valorisation des actifs mobiliers, Conseil en Investissements Immobiliers et Valorisation des actifs immobiliers, Aide à la création et la reprise d'entreprise, Transactions Immobilières pour les particuliers et les professionnels (fonds de commerce), Financement du Particulier et du Professionnel, assurance vie.
- HQ
- Valence, Auvergne-Rhône-Alpes
Trinity Gestion Privée Questions
Trinity Gestion Privée's website is http://www.trinity-gestion.fr
Trinity Gestion Privée's LinkedIn profile is https://fr.linkedin.com/company/trinity-gestion-priv%C3%A9e
Trinity Gestion Privée has
10 employees.
View email and phone details for 10
employees at Trinity Gestion Privée.
Trinity Gestion Privée's industry is
Investment Banking
Trinity Gestion Privée's top competitors are
Ethik Conseil & Patrimoine,
Groupe Premium,
Version Patrimoine,
Eria Patrimoine,
Aquilogia Patrimoine,
Tourny Wealth Management,
Traditia,
Dsf Invest,
Aeternia Patrimoine,
Alter Finances.
Trinity Gestion Privée's categories are Investment Banking
Trinity Gestion Privée's founding year is 2015
