Protecting my family

Wealth management to protect your family

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Protecting your family means protecting your future. Contingency planning is an integral part of wealth management: it covers all the measures designed to anticipate life's hazards and their financial consequences.

Illness, accident, disability or death... so many unpredictable events that can undermine the stability of a household. Providing for yourself and your nearest and dearest with financial security in the face of these difficult situations.

At VIAOur experts can help you put in place a strategy tailored to your personal and professional needs. Whether you want to protect your family, secure your assets or guarantee the continuity of your business, we can offer you customised, effective solutions.

Our mission: to help you anticipate the unexpected and build a more secure future.

In France, almost 30 % of employees have a group provident policy and 60 % of individuals have already taken out death insurance. Personal risk policies now account for around 40 % of the insurance market. These figures show the importance that the French attach to protecting their loved ones and their financial future.

Our systems for the family

Life insurance

A true Swiss Army knife of savings, life insurance gives you access to a wide range of products within a single policy: some are guaranteed and offer a regular return, such as euro funds, while others allow you to invest in financial markets, property markets and more complex financial products.

Capitalisation contract

A capitalisation contract is a savings vehicle that can be passed on by gift or inheritance, and benefits from very advantageous tax treatment.

Real estate

Our solutions for building a balanced and optimised property portfolio

Madelin Prévoyance

The solution to protect you and your family against life's mishaps: illness, accident, death... and partly funded by your taxes