Linad

Linad is an independent wealth management firm founded in 2014, helping individuals, families, entrepreneurs and self-employed professionals understand and optimize their financial, property and professional assets. Based in Indre, France, the firm advises clients in France and internationally, including people living abroad. Its approach considers private and business wealth together, recognizing that the two are often closely connected. Linad works with clients to assess their circumstances, clarify their goals and develop tailored strategies that take legal, tax and social considerations into account.

Its services include comprehensive wealth reviews and planning, financial investment advice and portfolio selection, tax optimization, retirement planning, and support with inheritance and succession matters. Linad also advises on social protection for clients and their families, investment property, and borrower insurance for property loans. The firm’s stated aim is to help clients build, protect, diversify or pass on their wealth while choosing solutions suited to their needs. Client testimonials highlight its attentive service, ongoing support and personalized advice.