Wealth management relies on thoughtful and evolving choices, often linked to significant personal milestones. The notary provides attentive listening, analysis, and advice to build a secure strategy aligned with family and wealth objectives.
Estate planning allows for the organized transfer of assets while optimizing tax efficiency. The notary provides advice and drafts the necessary documents to secure gifts and protect everyone’s interests.
The division of ownership separates usufruct and bare ownership to adapt the management and transfer of assets. A notary assists with this arrangement to guarantee its validity and tax efficiency.
The Dutreil agreement facilitates business transfers while reducing inheritance taxes. The notary advises on the conditions and drafts the necessary documents to ensure the continuity of the family business.
Real estate structuring or restructuring allows for the optimization of property ownership, operation, and transfer. The notary plays a crucial role in securing the legal and tax arrangements tailored to each project.
Wealth management encompasses numerous situations requiring personalized analysis, whether for protection, optimization, structuring, or transfer. For precise information tailored to your specific needs, our team is available to answer your questions.
For any questions, information requests, or support needs, the contact form allows you to send a message directly to the office. Each request is handled carefully, and a suitable response is provided as soon as possible.
