Synergies Finance & Real Estate

Our expertise in wealth management, property transactions and finance broking works together, under the same roof, to transform your projects into comprehensive, optimised and secure solutions.

At VIA, finance and real estate go hand in hand.

Synergies between the various VIA ACC and ACCOURTAGE structures

VIA ACC's strength lies in the fluid link between its different units: wealth management, real-estate transactions and mortgage broker and loan insurance. They all share the same roots, both geographical (shared premises) and relational (teams that know each other and work closely together). The central point is clear: linking finance and real estate to create coherent global solutions.

  • Wealth management analysis of personal situations and appropriate investment strategies.

  • Property transactions Our expertise in property acquisition and sale, whether old, new, professional or rental.

  • Loan and insurance broker optimising financing and securing the project.

In practice, each cell feeds the thinking of the other:

  • A property project identified by the Transactions unit is immediately studied with the broker to calibrate the optimum financing.

  • Wealth Management can integrate this project into an overall strategy (tax optimisation, asset diversification).

  • Our cross-functional expertise enables us to identify opportunities that a stand-alone approach would have missed (for example, transforming a property deal into a lever for passing on assets, or rethinking financing to free up new investment margins).

Benefits for you, our customer

  1. Global vision All aspects of the project (purchase, financing, protection, taxation) are analysed together.
  2. Time saving No need to chase after several contacts, everything is centralised and coordinated.
  3. Financial optimisation synergy between assets, property and financing to maximise tax benefits and profitability.
  4. Enhanced security risk management (loan insurance, asset/financing balance).
  5. Flexibility and responsiveness The teams know each other, exchange information quickly and propose appropriate solutions without losing any information.
  6. Long-term support From the first purchase to the construction of a structured portfolio, customers benefit from ongoing support.