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DO YOU MANAGE YOUR PRIVATE CAPITAL AS WELL AS YOU DO YOUR BUSINESS ?
Real estate, investments, estate, inheritance…
Assessment and strategy
∙ Record of all components of your capital:
> Marital status
> Various components of your capital
> Income
> Inventory of your social security protection
∙ Assessment, analysis and commentary:
> allocation of assets
> risk exposure
> calculation of inheritance tax (your partner’s and children’s rights),
> determination of your partner’s and your children’s civil rights to your capital
∙ Finding the best ways to make your current situation work for you
∙ Estimation of potential savings and profit you could make
∙ Definition of your goals (future income, retirement, charitable donations…) with respect to your interests, desires, and abilities
∙ Setting up of ways to reach these goals
∙ Regular monitoring of how these goals are being met
∙ Discussion of strategies related to capital, taxes, corporate investments and matrimonial rights
∙ Getting the best possible deal out of your current tax situation (income tax, capital gains tax)
∙ Getting the best possible deal out of inheritance (bequeathing or donation)
∙ Help with bequeathing your capital (civil and economic aspects)
∙ Implementation of tools to protect you (associates’ alliance)
Business Real Estate
∙ Choice of legal options available for your business real estate investment
∙ Optimizing your business real estate sale
∙ Bequeathing your business real estate
For more information, contact us.
Want to find out more? Download our French practical PDF booklets :
∙ Is an SCI the only option?
∙ Becoming a company: make the same amount, but pay fewer taxes and welfare contributions!
∙ Life Insurance: pay attention to the beneficiary clause!
∙ You and your capital: how to look after the surviving partner
∙ Sell your company’s real estate assets!
∙ Business real estate: make the right decision!
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