Obtaining additional income for retirement, protecting your spouse and children, investing in real estate or the financial markets, facilitating transmission or inheritance... All this is possible thanks to effective personal wealth management. Whether it's €1,000 or...
Your personal and financial situation is unique! That's why it's important to entrust its management to someone you can trust, who is competent, open-minded and attentive to your needs. With so many options available when it comes to choosing a wealth management...
Good wealth management often starts with a wealth assessment, which allows you to take stock and objectively define your personal needs and objectives in the short, medium and long term. This wealth assessment will then guide your wealth strategy. Balance sheet:...
The patrimonial holding company is a little-known legal structure, yet it offers numerous tax advantages and greatly facilitates the transfer of business ownership.
Contributing shares to an asset holding company is a common way of optimizing the sale of assets.
SARL de famille: specific features, advantages, disadvantages and special conditions. Find out all about this legal status.
Using a partner’s current account is a simple way to help finance a business.
Selling your business can be a way of enhancing the value of your assets and ensuring that they are passed on to your children.
Investing in digital assets has been offering excellent returns for some years now, and is attracting more and more investors.
This is an employee savings scheme in the form of a bonus linked to the company’s performance, set up by collective agreement.
