Step 1

Asset managers identifies
wihtin its clients base,
client with a need to invest in the USA

Step 2

Intro dicusssion with
potential investor and
wealth manager

Propose the right
structure that wil best
fit the client need

Network of wealth management in France

Wealth management

Opera investment

Wealth management

Wealth manager

Advisors are working
toward creating the
correct legal US
structure to receive the
investment

Operating agreement is also draft

Fiscal / tax advisor

Investor

opera invest

Accountant