The offer in Property Asset Management, in association with a qualified and approved advisor , 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.
We will advise you the adviser most appropriate to your expectations and your needs.