I'm a French expatriate living in Switzerland.
I've been investing for 15 years.
With assets in the low millions, I'll probably never have a family office, so I have to stay in the driving seat.
How can I grow my assets further and pass them on to my children?
Hello,
You can call me Margot.
Not with a beginner's blog
I've gone through all existing beginners' investment blogs.
Mastered MSCI world ETFs.
Mastered all options for the Swiss 3rd pillar accounts.
Mastered the 4% rule.
Not with an asset manager
I've also gone through many French and Swiss asset managers.
Mastered investments specific to each country.
Mastered investment taxation, for residents and non-residents.
Mastered estate transfer mechanisms and the nude property concept.
Over and over, the same recipes. Over and over, the same products: those that offer commissions to asset managers.
Ask Margot.
If these statements resonate with you, then this blog is for you.
You'll find unique and advanced content on wealth management, directly applicable in a French and/or Swiss context.
Don't hesitate to contact me if you'd like to
discuss your wealth strategy with a peer.
NB: The accuracy and timeliness of the information on this blog is not guaranteed. Also, investing involves risk.
Ask Margot cannot be held liable for the results of your investments.