WEALTH PLANNING STRATEGY

Managing your assets means preparing for the future, protecting your loved ones and optimising your investments. Whether it’s for organizing your inheritance, structuring professional assets, or reducing your tax burden, each wealth decision requires careful consideration. As a legal expert and impartial adviser, your notary assists you to build a strategy that is tailored to your situation and objectives. Additionally, the notary keeps you informed about potential impact that legal and tax reforms may have on your situation and, if necessary, help you to adapt your wealth strategies.

Anticipation is essential. A well-prepared transfer avoids family disputes and limits tax costs. In the case of professional assets, notarial assistance ensures the sustainability of your business and facilitates its transmission under the best conditions.. Your notary also helps optimise your tax situation by identifying the most advantageous schemes for preserving and growing your assets. They advise on legal tools to structure your assets (companies, property dismemberment, etc.).

Every asset situation is unique. Relying on the expertise of a notary means making informed choices, securing your future and that of your loved ones, and moving forward with confidence. Don’t let chance decide for you, plan ahead with your notaire.

• Family property law (marriage contracts, changes of matrimonial property regime, donations between spouses, wills, etc.)
• Professional property law (setting up and restructuring companies, etc.)
• Transfer of assets (gifts, donation-sharing, property division, posthumous power of attorney, etc.)
• Personal and wealth taxation