Heritage

To choose their investments, more and more French people do not rely only on financial criteria. Wealth management firms therefore offer their clients socially responsible investments. It is therefore a question of investing in companies which care about the environmental impact of their decisions and which take social, ethical and long-term governance issues into account …

Wealth management: what is socially responsible investment? Read »

The patrimony of a person includes all his movable and immovable property (his assets) as well as all his debts (his liabilities). After many years of work and investment, it is important to summarize your assets in order to get a concrete idea. Why is this important? What are the elements that are counted to …

Heritage: where are you at? Read »

A patrimonial balance sheet makes it possible to identify the financial, tax and family situation of an individual as well as his real estate. It therefore allows you to know in depth your financial situation. Carrying out a wealth assessment is essential before making any investments. How to proceed ? What is a heritage balance …

Asset balance sheet: how to do it? Read »

Volunteering is not only beneficial for the people and organizations that receive help. It also benefits volunteers mentally, socially and physically. These benefits are especially important when it comes to retired volunteering. Volunteering in retirement: what are the benefits? In France, around 31% of people over 65 are volunteers within an association. Such a commitment …

Why Engage in Volunteering in Retirement? Read »

What does the job of real estate asset manager consist of? What role does it play in the constitution and management of real estate assets? Discover the missions of this professional who is also called a real estate asset management advisor. The role and definition of the real estate asset manager A real estate asset …

Real estate wealth manager: what is it? Read »

Among the mechanisms for transmitting real estate assets, setting up a family SCI is often recommended by specialists. But how does this contract work? What are the real advantages? Insights and recommendations from our experts. Family SCI: What is that ? As its name suggests, a family SCI is a real estate company formed between …

Family SCI in the context of a succession: operation and advantages Read »