“VIA International” is an Independent Wealth Management firm that specializes in international estate planning, whether you are preparing your to move abroad or already living as an expat.
We provide a complete A to Z service to match the tax and legal system of your future or current place of residence.
Our unique work method is based on a “real global approach” of your estate and some of our “investment solutions” will no doubt surprise you.
“VIA WAS ORIGINALLY CREATED IN THE TOULOUSE REGION OF SOUTH WEST FRANCE”
Created a decade ago by a group of sollicitors, VIA has since developed itself nationally, by opening offices in most French major towns and more recently internationally, with the opening of “VIA International’s” new offices in London & Hong Kong.
All our associates are independent professionals and their aim is to provide a global expertise in all areas related to your wealth, finance, inheritance and real estate as well as helping you prepare your succession.
What differentiates us from a number of independent financial advisors, is that we hold the C.J.A, the “appropriate legal competence” in family and notarial law enabling us to provide our clientele with legal and tax advice, written deeds, private agreements and confidential reports.
We are also “CIF registered” financial advisors and since we manage property investments, by law we also hold “Estate Agent” professional card’s.
These certifications are not only a major asset for the client but an immediate mark of confidence.
“OUR MAIN COMMITMENT IS TO PROVIDE INDEPENDENT ADVICE AND AVOID THE COMMERCIAL CONSTRAINTS IMPOSED BY LARGE GROUPS”
Independence is the founding value of our firm, it assures you objective and unbiased advice.
It also enables us to carefully select the best solutions for you amongst all the offers available. Especially as we have no contractual exclusivity or financial connexions with any institutional company that would try and impose their quotas, or their “home” products on us and our clients.
For our clientele, this is a guarantee of sound and honest advice, impartiality and a premium level of service.
“WE HAVE CAREFULLY SELECTED OUR PARTNERS AND CREATED A PREMIUM PLATFORM OF EXPERTISE”
To support our advice and tailor-made solutions, we have carefully selected a range of insurance companies, asset managers, banks, real estate providers, offshore investments and trusts, which we consider meet our requirements and who we feel confident to work with and recommend to our clients.
Just as we will ensure you make the right decisions at all times, we will help you choose the right partner, and at the best conditions, to make sure your international adventure is a success.
We also claim to be the only French wealth management firm, to have opened partnerships with trustees, QROPS providers, as well as QNUPS, ISIIPs and a full range of offshore investment bonds.
“OUR EXPERTISE AND OUR SKILLS ARE TWO OF OUR MAJOR ASSETS”
We are convinced that the strength of a firm lies in the strength of its members.
Over the years, VIA has sought to surround itself with the best qualified experts from notarial, legal, tax, financial, bank and insurance backgrounds.
Hence, we created several “areas of competence”, such as finance, mortgages, property investments specifically for Expatriates & Non-Residents and are able to provide a solution to most of our clients’ needs.
We also have opened a very specific branch, “Pole Handicap” which helps disabled persons or even victims of an accident to defend their interests and manage their estate.
By working together, we ensure that our clients receive our best level of service.
"ALTHOUGH OUR CLIENTS ARE BASED ON ALL FIVE CONTINENTS, WE MAKE IT A POINT OF HONOUR TO GUARANTEE, PROXIMITY, RESPONSIVENESS AND AVAILABILITY IN ALL CIRCUMSTANCES”
Although, our clients are now based on all continents we make sure they never feel far from their personal client manager.
We make a point of honour to ensure our clients, always feel comfortable and confident. Thus, we organise regular phone calls, video conferences, and at least once a year we travel to their country of residence.
Daniel BUTCHER is a “Senior Consultant” for VIA International in France and for Europe as a whole. He holds a “Level 7 Diploma in International Wealth Management and a degree in cross border inheritance and family Law”. He is English and has lived in France as an expat for 36 years. He is a recognised specialist in ‘assurance vie’ and is highly experienced in financial and international wealth management having worked as an executive, mainly with English expats, for the past 12 years with AXA France Life.
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