HERITAGE ADVICE

Are you an individual ?

Your life choices determine your level of wealth.

Our approach to wealth management advice is centered around four major concerns:

What kind of funding do you require for your projects?

What steps can you take to maintain control of your assets' management and income while anticipating your transfer?

What goods can you present to your loved ones to assist them in their lives?

To ensure your lifestyle and financial independence, what capital do you need to safeguard?

Do you have a role as a supplier?

The sustainability of your success can be assured by asking the right questions throughout the life cycle of your business, from creation to transmission.

The sustainability of your success is impacted by different scenarios, such as divorce, accidental death, the transmission of your business, and its family transmission.

For almost 15 years, our team has been aiding entrepreneurs in maximizing the ownership and transfer of their business by working with their usual advisers (accountants, lawyers, notaries).

Organize your personal and professional possessions.

Execute your heritage audit. This audit illuminates the asset-liability structure of your assets and defines the definition of your life choices over time.

Your heritage objectives are met by conducting a personalized study to define a heritage and investment strategy that aligns with them.

Advice on your investments can be provided by us. If you invest 150.000 pounds, you can become our client and have access to Private Management for your financial and real estate investments.

The investment strategy is defined and adjusted to your objectives with the support of the group's various specialists (financial, real estate, and unlisted).

To adjust the investment strategy for your heritage, we perform an annual update on your situation and long-term heritage objectives.