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Taha Elasri

Associate

Specializing in retirement planning and wealth management, Taha Elasri helps individuals and families implement solid strategies that integrate investments, insurance, and real estate.

His goal is to offer personalized solutions that protect and grow his clients’ assets, enabling them to achieve their long-term financial objectives with confidence.

Areas of Expertise

  • Pension Analysis, Advice, Management
  • Retirement Planning
  • Succession Planning
  • Inheritance Tax Planning
  • Tax Planning
  • Wealth Management
  • Investment Portfolio Management
  • Investment Review
  • Insurance & Family Protection
  • High Net Worth & Ultra High Net Worth
  • Private Client Wealth and Estate Planning

Regions Covered

  • Worldwide