Wealth Management
Asset optimization, tax planning, and wealth transmission strategies.
Optimize and Transmit Your Wealth
Wealth management is a key area of notarial expertise. The notary assists you in structuring, optimizing, and transmitting your assets.
Our office provides you with personalized support to build a wealth strategy adapted to your objectives.
Asset Structuring
Analysis of your assets, choice of holding structures, creation of civil real estate companies (SCI).
Tax Optimization
Tax advice, use of tax exemptions, real estate taxation, income tax.
Wealth Transmission
Preparation of succession, lifetime donations, temporary dismemberment, family pact.
Real Estate Investment
Investment advice, rental management, development operations, tax schemes.
Our Wealth Management Approach
- Complete analysis of your personal and family situation
- Personalized strategies adapted to your objectives
- Regular monitoring of your wealth situation
- Coordination with tax and financial advisors
Other Services
Need Notarial Advice or Services?
Contact us today to discuss your project. We are here to support you with professionalism and expertise.