Asset Management
We help you protect and grow your assets
Our notaries public are certified to provide family advisory services ("NCF" certification) and are members of the "Notaires au Cœur des Familles" network.
YOU HAVE ASSETS
AND WANT TO OPTIMISE THEM OR PASS THEM ON?
DO YOU:
- Own a second home?
- Own a business?
- Own works of art?
- Receive rental income from a property you own?
QUESTIONS YOU MAY HAVE:
- How can I diversify my investments?
- What will my partner’s income be if I die?
- What happens if one of us falls ill?
- How can I protect a dependent child?
NOTAIRES OFFICE CAN HELP YOU BY:
- Carrying out an assessment of your assets and providing recommendations
- Preparing gifts, shared gifts, wills, and lasting powers of attorney
- Optimising your real estate project
- Creating a real estate investment company (SCI)
- Providing asset-related advice, delegated management of your assets
- Providing a digital vault for archiving your asset-related documents
YOU ARE FACING FINANCIAL DIFFICULTIES
UNEMPLOYMENT, SEPARATION, SIGNIFICANT DEBT
QUESTIONS YOU MAY HAVE:
- How can I cover my day-to-day expenses?
- How can I get back on a sustainable financial footing?
NOTAIRES OFFICE CAN HELP YOU BY:
- Assessing the assets of your financial arrangements
- Referring you to specialist providers (debt consolidation, debt rescheduling, etc.)
YOU LIVE ALONE, HAVE NO CHILDREN
AND ARE THINKING ABOUT YOUR SUCCESSION
QUESTIONS YOU MAY HAVE:
- If I die, who will inherit my estate?
- Can I leave my estate to a charity, and under what conditions?
- If I die, who will handle my estate?
NOTAIRES OFFICE CAN HELP YOU BY:
- Searching for heirs
- Preparing wills, lasting powers of attorney
- Assisting with your succession (organising funerals, sale of assets, settling the estate)
