{"id":136,"date":"2023-01-16T12:07:01","date_gmt":"2023-01-16T11:07:01","guid":{"rendered":"http:\/\/cercapatrimoine.fr\/?page_id=136"},"modified":"2023-09-01T12:06:38","modified_gmt":"2023-09-01T10:06:38","slug":"le-metier-de-la-gestion-de-patrimoine","status":"publish","type":"page","link":"https:\/\/www.cercapatrimoine.fr\/index.php\/le-metier-de-la-gestion-de-patrimoine\/","title":{"rendered":"Le m\u00e9tier de la gestion de patrimoine"},"content":{"rendered":"<p>[et_pb_section fb_built=\u00a0\u00bb1&Prime; _builder_version=\u00a0\u00bb4.20.4&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb background_enable_color=\u00a0\u00bboff\u00a0\u00bb use_background_color_gradient=\u00a0\u00bbon\u00a0\u00bb background_color_gradient_stops=\u00a0\u00bbrgba(255,255,255,0) 35%|#8799ad 100%\u00a0\u00bb background_color_gradient_overlays_image=\u00a0\u00bbon\u00a0\u00bb background_image=\u00a0\u00bbhttp:\/\/www.cercapatrimoine.fr\/wp-content\/uploads\/2023\/01\/IMG-20230125-WA0002.jpg\u00a0\u00bb custom_padding=\u00a0\u00bb30px||4px|||\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_row _builder_version=\u00a0\u00bb4.20.4&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_column type=\u00a0\u00bb4_4&Prime; _builder_version=\u00a0\u00bb4.19.4&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_text admin_label=\u00a0\u00bbTexte\u00a0\u00bb _builder_version=\u00a0\u00bb4.20.4&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb text_font=\u00a0\u00bbAboreto||||||||\u00a0\u00bb text_text_color=\u00a0\u00bb#FFFFFF\u00a0\u00bb text_font_size=\u00a0\u00bb43px\u00a0\u00bb text_line_height=\u00a0\u00bb0.9em\u00a0\u00bb header_text_color=\u00a0\u00bb#FFFFFF\u00a0\u00bb min_height=\u00a0\u00bb82px\u00a0\u00bb hover_enabled=\u00a0\u00bb0&Prime; global_colors_info=\u00a0\u00bb{}\u00a0\u00bb text_text_shadow_style=\u00a0\u00bbpreset5&Prime; text_text_shadow_horizontal_length=\u00a0\u00bb0.06em\u00a0\u00bb sticky_enabled=\u00a0\u00bb0&Prime;]<\/p>\n<p style=\"text-align: left;\"><span style=\"color: #ffffff;\">Le m\u00e9tier de la gestion de patrimoine<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=\u00a0\u00bb1&Prime; custom_padding_last_edited=\u00a0\u00bbon|phone\u00a0\u00bb admin_label=\u00a0\u00bbHeader\u00a0\u00bb _builder_version=\u00a0\u00bb4.20.4&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb background_color=\u00a0\u00bb#6698c1&Prime; use_background_color_gradient=\u00a0\u00bbon\u00a0\u00bb background_color_gradient_stops=\u00a0\u00bbrgba(18,17,93,0.4) 0%|rgba(18,17,93,0.93) 100%\u00a0\u00bb background_color_gradient_overlays_image=\u00a0\u00bbon\u00a0\u00bb background_color_gradient_start=\u00a0\u00bbrgba(18,17,93,0.4)\u00a0\u00bb background_color_gradient_end=\u00a0\u00bbrgba(18,17,93,0.93)\u00a0\u00bb background_enable_image=\u00a0\u00bboff\u00a0\u00bb parallax=\u00a0\u00bbon\u00a0\u00bb custom_padding=\u00a0\u00bb0px||0px||true|false\u00a0\u00bb custom_padding_tablet=\u00a0\u00bb100px||100px||true|false\u00a0\u00bb custom_padding_phone=\u00a0\u00bb0px||0px||true|false\u00a0\u00bb locked=\u00a0\u00bboff\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_row _builder_version=\u00a0\u00bb4.19.4&Prime; _dynamic_attributes=\u00a0\u00bblink_option_url\u00a0\u00bb _module_preset=\u00a0\u00bbdefault\u00a0\u00bb custom_padding=\u00a0\u00bb46px|||||\u00a0\u00bb link_option_url=\u00a0\u00bb@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9tZXRhX2tleSIsInNldHRpbmdzIjp7ImJlZm9yZSI6IiIsImFmdGVyIjoiIiwibWV0YV9rZXkiOiIifX0=@\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_column type=\u00a0\u00bb4_4&Prime; _builder_version=\u00a0\u00bb4.16&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_text admin_label=\u00a0\u00bbTexte\u00a0\u00bb _builder_version=\u00a0\u00bb4.20.4&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb text_font=\u00a0\u00bbAboreto||||||||\u00a0\u00bb text_text_color=\u00a0\u00bb#FFFFFF\u00a0\u00bb text_font_size=\u00a0\u00bb39px\u00a0\u00bb text_line_height=\u00a0\u00bb1em\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<p>votre patrimoine<\/p>\n<p>[\/et_pb_text][et_pb_divider color=\u00a0\u00bb#FFFFFF\u00a0\u00bb _builder_version=\u00a0\u00bb4.19.4&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb custom_margin=\u00a0\u00bb||-39px|||\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][\/et_pb_divider][et_pb_text admin_label=\u00a0\u00bbTexte\u00a0\u00bb _builder_version=\u00a0\u00bb4.20.4&Prime; _module_preset=\u00a0\u00bb1d866de3-b108-4c5f-bed3-2da9506a6915&Prime; text_font=\u00a0\u00bbAmethysta||||||||\u00a0\u00bb text_text_color=\u00a0\u00bb#FFFFFF\u00a0\u00bb text_letter_spacing=\u00a0\u00bb1px\u00a0\u00bb text_line_height=\u00a0\u00bb2em\u00a0\u00bb header_font=\u00a0\u00bb||||||||\u00a0\u00bb header_4_font=\u00a0\u00bbMerriweather||||||||\u00a0\u00bb header_4_text_color=\u00a0\u00bb#FFFFFF\u00a0\u00bb header_4_line_height=\u00a0\u00bb1.8em\u00a0\u00bb width=\u00a0\u00bb100%\u00a0\u00bb min_height=\u00a0\u00bb235px\u00a0\u00bb custom_padding=\u00a0\u00bb46px|0px|9px|18px||\u00a0\u00bb header_4_font_size_tablet=\u00a0\u00bb16px\u00a0\u00bb header_4_font_size_phone=\u00a0\u00bb14px\u00a0\u00bb header_4_font_size_last_edited=\u00a0\u00bbon|tablet\u00a0\u00bb locked=\u00a0\u00bboff\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<ul>\n<li class=\"entry-content\">Votre <strong>patrimoine<\/strong>, ce sont les biens dont vous disposez, souvent qui vous sont chers, qui vous lient \u00e0 votre famille, \u00e0 votre compagne ou votre compagnon.<\/li>\n<li class=\"entry-content\">C\u2019est aussi <strong>le fruit de votre travail quotidien, de vos efforts ou le fruit des g\u00e9n\u00e9rations<\/strong> qui vous ont pr\u00e9c\u00e9d\u00e9es et dont vous avez aujourd\u2019hui la responsabilit\u00e9. Comme ce patrimoine professionnel que vous d\u00e9fendez parce qu\u2019il est le fruit de <strong>toute votre \u00e9nergie et de votre talent<\/strong>.<br \/>C&rsquo;est enfin cette \u00e9pargne que vous vous avez constitu\u00e9e ou que vous commencez \u00e0 constituer \u2026 tourn\u00e9 vers <strong>l\u2019avenir<\/strong>.<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=\u00a0\u00bb4.19.4&Prime; _dynamic_attributes=\u00a0\u00bblink_option_url\u00a0\u00bb _module_preset=\u00a0\u00bbdefault\u00a0\u00bb link_option_url=\u00a0\u00bb@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9tZXRhX2tleSIsInNldHRpbmdzIjp7ImJlZm9yZSI6IiIsImFmdGVyIjoiIiwibWV0YV9rZXkiOiIifX0=@\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_column type=\u00a0\u00bb4_4&Prime; _builder_version=\u00a0\u00bb4.19.4&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_text _builder_version=\u00a0\u00bb4.20.4&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb text_font=\u00a0\u00bbAboreto||||||||\u00a0\u00bb text_text_color=\u00a0\u00bb#FFFFFF\u00a0\u00bb text_font_size=\u00a0\u00bb39px\u00a0\u00bb text_line_height=\u00a0\u00bb1em\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<p>vos questions<\/p>\n<p>[\/et_pb_text][et_pb_divider color=\u00a0\u00bb#FFFFFF\u00a0\u00bb _builder_version=\u00a0\u00bb4.19.4&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb custom_margin=\u00a0\u00bb||-39px|||\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][\/et_pb_divider][et_pb_text _builder_version=\u00a0\u00bb4.20.4&Prime; _module_preset=\u00a0\u00bb1d866de3-b108-4c5f-bed3-2da9506a6915&Prime; text_font=\u00a0\u00bbAmethysta||||||||\u00a0\u00bb text_text_color=\u00a0\u00bb#FFFFFF\u00a0\u00bb text_letter_spacing=\u00a0\u00bb1px\u00a0\u00bb header_font=\u00a0\u00bb||||||||\u00a0\u00bb header_4_font=\u00a0\u00bbMerriweather||||||||\u00a0\u00bb header_4_text_color=\u00a0\u00bb#FFFFFF\u00a0\u00bb header_4_line_height=\u00a0\u00bb1.8em\u00a0\u00bb width=\u00a0\u00bb100%\u00a0\u00bb min_height=\u00a0\u00bb235px\u00a0\u00bb custom_padding=\u00a0\u00bb46px|0px|9px|24px||\u00a0\u00bb header_4_font_size_tablet=\u00a0\u00bb16px\u00a0\u00bb header_4_font_size_phone=\u00a0\u00bb14px\u00a0\u00bb header_4_font_size_last_edited=\u00a0\u00bbon|tablet\u00a0\u00bb locked=\u00a0\u00bboff\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<div class=\"entry-content\">Face \u00e0 cela, de <strong>multiples questions<\/strong> se posent. Comment pr\u00e9parer ma retraite, acheter le bien de mes r\u00eaves, aider mes enfants \u00e0 pr\u00e9parer leur avenir, \u00e0 s\u2019installer, prot\u00e9ger mon conjoint, ma famille des coups durs ?<br \/>Et <strong>comment valoriser, optimiser<\/strong> la d\u00e9tention de ce patrimoine que j\u2019ai la chance de poss\u00e9der aujourd\u2019hui, et ceci dans le respect de mes valeurs ?<br \/>Ou tout simplement comment cr\u00e9er d\u00e8s \u00e0 pr\u00e9sent mon <strong>patrimoine futur<\/strong> ?<\/div>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=\u00a0\u00bb4.19.4&Prime; _dynamic_attributes=\u00a0\u00bblink_option_url\u00a0\u00bb _module_preset=\u00a0\u00bbdefault\u00a0\u00bb link_option_url=\u00a0\u00bb@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9tZXRhX2tleSIsInNldHRpbmdzIjp7ImJlZm9yZSI6IiIsImFmdGVyIjoiIiwibWV0YV9rZXkiOiIifX0=@\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_column type=\u00a0\u00bb4_4&Prime; _builder_version=\u00a0\u00bb4.16&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_text _builder_version=\u00a0\u00bb4.20.4&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb text_font=\u00a0\u00bbAboreto||||||||\u00a0\u00bb text_text_color=\u00a0\u00bb#FFFFFF\u00a0\u00bb text_font_size=\u00a0\u00bb39px\u00a0\u00bb text_line_height=\u00a0\u00bb1em\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<p>notre accompagnement<\/p>\n<p>[\/et_pb_text][et_pb_divider color=\u00a0\u00bb#FFFFFF\u00a0\u00bb _builder_version=\u00a0\u00bb4.19.4&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb custom_margin=\u00a0\u00bb||-39px|||\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][\/et_pb_divider][et_pb_text _builder_version=\u00a0\u00bb4.20.4&Prime; _module_preset=\u00a0\u00bb1d866de3-b108-4c5f-bed3-2da9506a6915&Prime; text_font=\u00a0\u00bbAmethysta||||||||\u00a0\u00bb text_text_color=\u00a0\u00bb#FFFFFF\u00a0\u00bb text_letter_spacing=\u00a0\u00bb1px\u00a0\u00bb header_font=\u00a0\u00bb||||||||\u00a0\u00bb header_4_font=\u00a0\u00bbMerriweather||||||||\u00a0\u00bb header_4_text_color=\u00a0\u00bb#FFFFFF\u00a0\u00bb header_4_line_height=\u00a0\u00bb1.8em\u00a0\u00bb width=\u00a0\u00bb100%\u00a0\u00bb min_height=\u00a0\u00bb124px\u00a0\u00bb custom_padding=\u00a0\u00bb46px|0px|9px|24px||\u00a0\u00bb header_4_font_size_tablet=\u00a0\u00bb16px\u00a0\u00bb header_4_font_size_phone=\u00a0\u00bb14px\u00a0\u00bb header_4_font_size_last_edited=\u00a0\u00bbon|tablet\u00a0\u00bb locked=\u00a0\u00bboff\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<div class=\"entry-content\">\n<p><span style=\"font-size: large;\"><\/span>Le m\u00e9tier de la gestion de patrimoine consiste \u00e0 <strong>vous aider<\/strong> \u00e0 r\u00e9pondre \u00e0 toutes ces questions et bien d\u2019autres encore. Et \u00e0 <strong>vous apporter des solutions concr\u00e8tes<\/strong>.<\/p>\n<\/div>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=\u00a0\u00bb4.20.4&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb hover_enabled=\u00a0\u00bb0&Prime; global_colors_info=\u00a0\u00bb{}\u00a0\u00bb sticky_enabled=\u00a0\u00bb0&Prime;][et_pb_column type=\u00a0\u00bb4_4&Prime; _builder_version=\u00a0\u00bb4.20.4&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_text _builder_version=\u00a0\u00bb4.20.4&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb text_font=\u00a0\u00bbAboreto||||||||\u00a0\u00bb text_text_color=\u00a0\u00bb#FFFFFF\u00a0\u00bb text_font_size=\u00a0\u00bb25px\u00a0\u00bb text_letter_spacing=\u00a0\u00bb1px\u00a0\u00bb quote_font=\u00a0\u00bbAboreto||||||||\u00a0\u00bb hover_enabled=\u00a0\u00bb0&Prime; global_colors_info=\u00a0\u00bb{}\u00a0\u00bb sticky_enabled=\u00a0\u00bb0&Prime; text_line_height=\u00a0\u00bb1em\u00a0\u00bb custom_margin=\u00a0\u00bb||23px|||\u00a0\u00bb]<\/p>\n<p style=\"text-align: center;\"><span style=\"color: #ffffff;\">\u00ab Proche de vous, CERCA Patrimoine vous accompagne pour transformer vos objectifs en actions.\u00a0\u00bb<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Le m\u00e9tier de la gestion de patrimoinevotre patrimoine Votre patrimoine, ce sont les biens dont vous disposez, souvent qui vous sont chers, qui vous lient \u00e0 votre famille, \u00e0 votre compagne ou votre compagnon. C\u2019est aussi le fruit de votre travail quotidien, de vos efforts ou le fruit des g\u00e9n\u00e9rations qui vous ont pr\u00e9c\u00e9d\u00e9es et [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":137,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"<ul>\n \t<li>Votre patrimoine, ce sont les biens que vous avez, souvent qui vous sont chers, qui vous lient \u00e0 votre famille, \u00e0 votre compagne ou votre compagnon. Ce sont aussi bien souvent le fruit de votre travail quotidien, de vos efforts ou le fruit des g\u00e9n\u00e9rations qui vous ont pr\u00e9c\u00e9d\u00e9es et dont vous avez aujourd\u2019hui la responsabilit\u00e9. Ce sont ainsi par exemple la maison o\u00f9 vous vivez, celle o\u00f9 vous passez vos vacances, comme ces biens immobiliers que vous louez. Ce sont aussi bien s\u00fbr cette \u00e9pargne que vous commencez \u00e0 constituer ou que vous avez constitu\u00e9, ou que vous souhaitez constituer\u2026 tourn\u00e9 vers l\u2019avenir, comme ce patrimoine professionnel que vous d\u00e9fendez parce qu\u2019il est le fruit de toute votre \u00e9nergie et de votre talent.<\/li>\n \t<li>Face \u00e0 cela, de multiples questions se posent. Comment acheter le bien de mes r\u00eaves, pr\u00e9parer ma retraite, aider mes enfants \u00e0 pr\u00e9parer leur avenir, \u00e0 s\u2019installer, prot\u00e9ger mon conjoint, ma famille des coups durs ? Et comment valoriser, optimiser la d\u00e9tention de ce patrimoine que j\u2019ai la chance de poss\u00e9der aujourd\u2019hui, et ceci dans le respect de mes valeurs ? Ou tout simplement comment cr\u00e9er d\u00e8s \u00e0 pr\u00e9sent mon patrimoine futur ?<\/li>\n \t<li>Le m\u00e9tier de la gestion de patrimoine consiste \u00e0 vous aider \u00e0 r\u00e9pondre \u00e0 toutes ces questions et bien d\u2019autres encore. Et \u00e0 vous apporter des solutions concr\u00e8tes. <strong>Transformer vos objectifs en actions<\/strong>.<\/li>\n<\/ul>","_et_gb_content_width":""},"_links":{"self":[{"href":"https:\/\/www.cercapatrimoine.fr\/index.php\/wp-json\/wp\/v2\/pages\/136"}],"collection":[{"href":"https:\/\/www.cercapatrimoine.fr\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.cercapatrimoine.fr\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.cercapatrimoine.fr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.cercapatrimoine.fr\/index.php\/wp-json\/wp\/v2\/comments?post=136"}],"version-history":[{"count":50,"href":"https:\/\/www.cercapatrimoine.fr\/index.php\/wp-json\/wp\/v2\/pages\/136\/revisions"}],"predecessor-version":[{"id":784,"href":"https:\/\/www.cercapatrimoine.fr\/index.php\/wp-json\/wp\/v2\/pages\/136\/revisions\/784"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.cercapatrimoine.fr\/index.php\/wp-json\/wp\/v2\/media\/137"}],"wp:attachment":[{"href":"https:\/\/www.cercapatrimoine.fr\/index.php\/wp-json\/wp\/v2\/media?parent=136"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}