OC FINANCES
Your wealth
management adviser
At OC Finances, we specialise in providing personalised support for the management and optimisation of your assets. Our expertise, built on years of experience, enables us to offer solutions tailored to your specific needs.
Our areas of expertise
Guiding you in selecting suitable investments, maximising investment performance, and securing capital in line with your profile and objectives.
Offering you effective tax solutions to reduce your tax burden, navigate French and international taxation, and minimise your taxes.
Set up pension solutions to protect your loved ones, ensure your peace of mind and prepare for the future.
Analyse your pension rights and advise you on the best strategies to ensure a comfortable retirement that meets your expectations.
Plan and optimise the transfer of your estate, protect your heirs, minimise inheritance tax and ensure a smooth transfer.
About Us
Philippe TAURINES
Fondateur du cabinet et gérant depuis sa création en 1991 jusqu’à son départ progressif fin 2022, suite à la reprise du cabinet par sa fille Lisa TAURINES.
Véronique DULLIER
Mandataire depuis 1993 et actuellement, associée du cabinet.
Conseillère en Gestion de Patrimoine depuis 1988.
Lisa TAURINES
Formée au Conseil en Gestion Patrimoine depuis 2 ans et diplômée en avril 2022.
Dirigeante du cabinet depuis début 2023.
