CGP Expertise

CGP & Expertise is a wealth management advisory firm based in Épron, Normandy, serving individuals and business owners. The firm provides objective, personalized guidance to help clients create, grow, protect and transfer personal or professional assets. Its experienced team works alongside accountants, notaries and lawyers, coordinating specialist expertise to support each client’s broader financial and legal needs.

Services include comprehensive wealth reviews and tailored strategies for goals such as protecting a spouse, transferring assets to children and preparing for retirement. For business owners, the firm advises on company structure, executive status, cash management, holding companies, employee savings and business succession. It also offers social protection and retirement audits, along with guidance on protecting businesses against the effects of a leader’s incapacity or death.

Real estate advice covers tax arrangements, property investment and ownership structures. Financial guidance includes reviewing savings and investment holdings, assessing risk and time horizons, and selecting suitable asset allocations.