Wealth management

A strategic vision to value and transmit your heritage.

We support business leaders in the management, structuring, and transfer of their assets. Our approach is 100 % independent, exclusively focused on advice.

Discover our areas of expertise

Property Survey

A comprehensive analysis of your situation to ensure its coherence with your life objectives: retirement, property acquisition, inheritance planning, financing your children's education, etc.

Asset Audit: A Precise Status Report

Inventory and valuation of your assets: Property, company shares, financial investments, savings.
Analysis of your civil, social, economic, and fiscal situation: Review of matrimonial property regime, arbitration of income sources, professional status.
Estate planning Assessment of existing provisions to anticipate the transfer of your estate.

Strategic recommendations: Customised and scalable solutions

Development of tailored recommendations, taking your objectives and legal constraints into account, in order to implement effective, protective and reversible tools.

Transmission strategy deployment

Implementation of actions and coordination of advisors (notaries, tax advisors, etc.) in order to deploy the transmission strategy defined in the wealth assessment.

Leverage for action

Matrimonial property regime arrangements Adapt your marital property regime to protect your spouse and children.
Severance of ownership Separate usufruct and bare ownership to facilitate the gradual transfer of your assets.
Donation Arrange suitable donations to pass on part of your wealth during your lifetime.
Dutreil Pact Facilitate the transfer of your business by taking advantage of tax benefits.

Administrative management of holdings

We offer bespoke support to family holdings across several areas of expertise:

Accounting and administrative management Thanks to our Office Management department, we ensure rigorous monitoring of accounting and administrative obligations.
Tax management We handle personal tax returns [income tax (IR) and real estate wealth tax (IFI)], ensuring optimal compliance.
Financial steering We produce and analyse accounting situations and reports for informed and strategic wealth management.

Our approach guarantees efficient and calm management of family wealth.

Investment strategy deployment

Personalised support to develop an investment strategy tailored to your profile, needs, and financial goals.

Investment opportunity analysis: Identifying investments that are suitable for your circumstances and objectives.
Wealth arbitrage Choice of the most appropriate legal and tax structures (SCI, holding company, etc.).
Security and diversification: Developing a balanced strategy to reconcile performance and security.

Wealth engineering for transmission.

The property engineering department supports companies and their directors in the management and optimisation of their assets. Led by a qualified professional from AUREP and a chartered accountant, it offers a cross-disciplinary approach that integrates accounting, tax, and asset-related dimensions.

Thanks to this dual qualification, our comprehensive approach integrates legal, tax, social, accounting, and financial dimensions.

We carry out an in-depth analysis of your situation in order to propose strategies tailored to your life goals: asset protection, income optimisation, retirement planning, inheritance transfer, or investment structuring.

Independent of any financial entity, we offer you objective and tailored advice, without product sales.

Our expertise allows you to anticipate changes in your assets and make informed decisions to ensure their longevity and performance within a secure and controlled framework.

"The legacy we leave behind is the sum of what we have given, learned, and shared."

Michael Jordan

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