Chef d’entreprise, chef de famille, posez-vous les bonnes questions.
Le patrimoine c’est quoi ? De quoi est-il composé ? Génère-t-il des revenus suffisants ?
Quels sont les risques pour mon patrimoine ?
Comment le développer ? Comment le transmettre ?
Évaluer, Optimiser, Transmettre
FISCAL
IR/IFI, droit de succession
CIVIL
Protection des proches, régime matrimonial
SOCIAL
Droit à la retraite, stratégie prévoyance
ACTIFS PHYSIQUES
Immobilier, valeur immobilières, assurance vie
Déroulement de la mission :
Premier entretien de prise de connaissance de votre patrimoine
Analyse de la situation par votre expert patrimonial
Solution d’optimisation
Remise d’un compte rendu détaillé de votre situation
Accompagnement et suivi dans l’application des solutions
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