AREAS OF EXPERTISE
MONTAGES D'OPTIMISATIONS FISCALES POUR LES DIRIGEANTS
Quelle que soit votre situation personnelle ou celle de dirigeant, nous pourrons vous accompagner dans les différents montages pour optimiser votre fiscalité. - SCI - HOLDING PATRIMONIALE - PACTE DUTREUIL - DONATION PARTAGE
AUDIT AND ANALYSIS OF HERITAGE
Assess your wealth situation (assets, liabilities, income, expenses, objectives, etc.). Identify the strengths, weaknesses and risks related to existing wealth.
WEALTH STRATEGY CONSULTING
Offer you solutions adapted to your objectives (building a solid heritage, transmission, preparing for retirement, etc.). Define with you a global strategy to optimize the heritage (investments, taxation, protection, etc.).
INVESTMENTS
We order investments that are suited to your profile (real estate, stock market, life insurance, financial products, etc.). Diversification of investments to limit risks and maximize returns. Monitoring and readjustment of investment portfolios according to the markets and the client's objectives.
TRANSMISSION OF HERITAGE
Prepare the transfer of assets to heirs (inheritance, donation, etc.). Minimize inheritance tax and family conflicts. Implement legal tools (will, shared donation, life insurance, etc.).