Wealth Management
Wealth Strategy
Optimization, transfer and protection of your private and professional assets. Tailored advisory for investors, executives and independent professionals.
Our Wealth Approach
Wealth advisory has been at the core of our expertise for more than 35 years. We support both real estate investors and executives who want to optimize business transfer.
We provide a global approach combining tax, legal and financial dimensions of your assets, so you can make sound decisions at every stage of your life.
As chartered accountants, we coordinate with your notary and lawyer to deliver complete and consistent advice.
Our expertise in figures
Our Services
LMP / LMNP
Advisory and tax optimization for professional and non-professional furnished rentals.
SCI and real estate
SCI setup and management, real estate tax optimization and structuring advisory.
Transfer planning
Business and private wealth transfer strategy: donation, Dutreil pact, family holding.
Tax optimization
Tax regime arbitration, income tax reduction and global wealth tax optimization.
Investment
Real estate and financial investment advisory, profitability analysis and acquisition structuring.
Asset protection
Protective structures: life insurance, bare ownership, beneficiary clause optimization.
Do you want to optimize your assets?
Free first consultation with no commitment at our Paris 8 office.
Book an appointment