Diaporama
Diaporama

Ingénierie patrimoniale

In France, a person only has one asset, whether personal or professional, inherited or the fruit of their work, in common or of their own, with free disposal or subject to restrictive rules. Heritage engineering is therefore complex because it involves several areas (companies, taxation, matrimonial regimes, inheritance, etc.) and must respond to priorities that evolve over the course of a lifetime.
Find under each expertise some of the questions you ask yourself and to which we provide answers.
  • How can I fund my child’s studies?  
  • Can you advise with the beneficiairy life insurance clause? 
  • I have just inherited a large sum of money. 
  • How can I transfer my assets to my heirs, to a third party, a charity ? in what extend?
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