Asset Management
We help you protect and grow your assets
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)
