A person's financial and patrimonial situation can be impacted by:
- The evolution of his/her personal and professional situation
- The shift of the person's tax residence outside of France
- An always changing economic, legal, fiscal and social environment
Every patrimonial objective can be reached through effective wealth management advice.
This advice follows a strict consulting method. Wealth management advice leads to legal, fiscal and financial recommendations and offers concrete management or transmission strategies.
- Global analysis of the client's patrimonial situation, focused on family law, company law, real estate law, tax law, portfolio management, etc.
- Focus on the client's expectations regarding the management and transmission of his/ her wealth and property.
- Setting up of wealth management and transmission strategies. Read more...
- For expatriates, the extra-territoriality of the client's situation will be taken into account. Read more....