Property Asset Management


The offer in Property Asset Management, in association with  the consulting firm “Charlet & Chauvet”, enables at any time to draw a patrimonial analysis of the owner and his family, enabling to view the different patrimonial approaches during the various steps of life and thus to anticipate and measure the future costs of a purchase, a transfer, a succession or a family share-out. A wine owner is  confronted with  numerous choices faced during his professional life, the consequences of which may be both private and professional.;

Our main lines in consulting :

We give you our advice to help you :

– to reach your financial and patrimonial decisions,
– to optimize your taxes
– to comfort and reassure you in the choice of the structure of your patrimony;
– to give a better interpretation  to the targets your banker  advise you to settle;
– to make rational and consistent your financial objectives, or as saver, in the aim to plan your projects, as well as professional as private.

Main advantages :

We will propose you the most qualified tools enabling to find the decision-making ways and to come  straight to what is exactly adapted to your expectations and finally to ask the right questions.

We will  guide you on the basis of a global reflection to change from a logic of multiple supports which are often proposed to you into a logic based on a priority of optimized and best suited solutions for you..

Finalize your solutions : through an approach of your needs and by examples, with rules particularly based on the common sense  and  with a guiding way resulting from a process validated by a mutual agreement, which will lead you to come to your future decisions with a true, wise and  elaborated strategy.

Your adviser : M. David Charlet committed himself to respect in full the code of good conduct of ANACOFI-CIF available at the Board of the Association  or on website www.anacofi.asso.fr

C.I.F (Conseil en investissements financiers) registered  to A.M.F. (Autorité des marchés financiers) on no Orias 07006163

M. David Charlet is the President of ANACOFI  (Association Nationale des Conseils Financiers) and ANACOFI-CIF, Director for France of FECIF (Fédération Européenne des Conseils et Intermédiaires Financiers), Member of the Executive Council of  CIFA (Conférence Internationale des Conseils Financiers), teacher at ESA (Ecole Supérieure d’Assurances),  IHEDREA (Institut des Hautes Etudes en Droit Rural), EM Strasbourg and IEA (Institut Européen des Affaires).

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