Transversal skills
Wealth
Reliable and confidential advice.
Are you looking for reliable and confidential advice for the management and organization of your private and professional assets in their French and foreign components ?
We are at your side to accompany you and put our advice to music :
- Declarative aspects and compliance with legal and tax formalities,
- Performance monitoring and anticipation of new regulations,
- Private or professional allocation of real estate assets,
- Arbitration between movable assets (life insurance, securities portfolios) or real estate,
- Direct or indirect ownership, usufruct, bare ownership or full ownership, by way of charity or trusts.
We also offer you strategic support in the perspective of inheritance, considering your personal objectives.
