Rental investment, a second home on Lake Bourget, a family holding company, split ownership: your notary helps you structure your assets according to your goals — whether preparing for retirement, protecting your spouse, or passing wealth on to your children under the best possible tax conditions.
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.
