Having a better view of your financial situation and making the right decision to optimize your wealth is not a skill given to everyone. Whether it is to grow your savings, to carry out a project, to finance the studies of your children or to prepare the transfer of a good, the question of the …
Wealth management advice: when and why should you use it? Read »
The French are numerous, each year, to embark on the acquisition of a wine property. This enthusiasm is explained by a real passion for the world of wine, but also by the desire to surround oneself with a new living environment or to give oneself the means for a professional retraining. These tips can help …
When we reach a certain age, the transmission of the heritage that we have built throughout our lives becomes a real concern. This is the reason why it is important to prepare your succession as soon as possible, and to think about sheltering your loved ones through life insurance. The importance of organizing your succession …
In the absence of descendants, the question of succession arises. Who will inherit your property in the event of death? Do nephews and nieces inherit automatically? And what are the tips to know to pay as little estate tax as possible? We answer all your questions to know how to pass on your heritage to …
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 …
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 …
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 …
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 …
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 »