Financial Investments

EFA World offers the services and, often offshore, investment products of the world’s leading institutions. Our offers are essentially comprised of savings plans and investment bonds, combining higher returns with the most protection. Some of these offers are specifically suited to expatriates and corporations.

We also provide fiscal advice in order to better assist our clients in complex situations.

Savings Plans

We offer a selection of savings plans combining flexibility and high returns, enabling you to constitute the financial resources necessary to provide for your retirement, real estate acquisitions, or the education of your children.

Investments and Financial Optimization

Deposit accounts and portfolio bonds allow those of our clients already in possession of capital to make it grow by choosing from a wide array of international investment funds, selected among the most profitable on the marketplace. Optimizing such investments (lever effect, collateral security for loans, etc.) is part of the services we offer our discerning clientele.

Fiscal Advice

Altexis Law FirmThrough our partnership with Altexis, an independent fiscal law firm registered at the Paris Bar, our most demanding clients can benefit from highly specialized and completely independent counsel in terms of wealth management, international fiscalisation and wealth tax.

To learn more about our services, do not hesitate to contact us and set-up an appointment with one of our financial advisors.