With ever-changing laws and taxes, building, organising, developing and passing on both family and business wealth is a real challenge.
To assist you in this endeavour, your notary – and more specifically our Wealth Management Service in Rennes – is the main port of call who provides you with sound advice and implements the actions that are part of the extension of the legal and tax strategy that he has developed with you, together with your other usual contact persons (bankers, insurers, accountants and lawyers etc.) as required.
How does our Wealth Engineering Service work?
For the largest assets, a legal audit of your current wealth may be conducted by our Wealth Management Service in Rennes, which will identify the best solutions for each situation, taking into account each person’s objectives (protection of the surviving spouse, tax relief or transfer etc.). In the same way, the transfer of a family business requires specific skills, at the interface between family estate law, company law and tax law.
Conscious of these new challenges, Guesclin Notary Office wanted to provide its clients with the required expertise to meet their expectations in these areas, with the same commitment to rigour, legal certainty and efficiency characteristic of notaries in their areas of traditional skills. Thanks to our Wealth Engineering Service, which is one of the best wealth management services in Rennes, law is no longer a hindrance to the development of your wealth.
Flowchart and tasks of the Wealth Engineering Service
Our Wealth Engineering Service in Rennes is made up of legal and tax experts. It devises for you sustainable wealth management strategies in Rennes, which are adapted to your resources and requirements. Its main objective is to guarantee a legal and fiscal framework in keeping with the nature of your wealth, whether public or private. It operates at three levels:
- The wealth balance sheet: the structuring of the various elements of personal or professional wealth requires a careful analysis of the entire estate while taking into consideration the client’s personal situation and needs;
- The wealth strategy : the legal and tax definition of the wealth is an important step which aims to organise the wealth effectively, so that thought is given to the establishment of structures for holding the investment;
- Asset allocation : depending on the chosen strategy, the client takes over and is assisted by the Wealth Management Service in Rennes, the ultimate goal being to establish personalised asset allocation.
To assist you in this endeavour, your notary is the main port of call who provides you with sound advice and implements the actions that are part of the extension of the legal and tax strategy that he has developed with you, together with your other usual contact persons (bankers, insurers, accountants and lawyers etc.) as required.
With this in mind, for the largest assets, a legal audit of your current wealth may be conducted to identify the best solutions for each situation, taking into account each person’s objectives (protection of the surviving spouse, tax relief or transfer etc.).
In the same way, the transfer of a family business requires specific skills, at the interface between family estate law, company law and tax law.
Pour en savoir plus:
Qu'est-ce que la fiducie ?
Divorce: question de la liquidation des régimes matrimoniaux
Divorce: prestation compensatoire ou liquidation ?
Gestion de patrimoine: guide des frais de notaire
Immobilier: acheter dans le neuf ou dans l'ancien ?
Guide pour gérer son patrimoine en cas de divorce
Réformes fiscales de 2018, le guide
En cas de dépendance, mieux vaut anticiper la gestion des actifs
Il est possible de divorcer avec un notaire, sans juge
Le régime de la participation aux acquêts
Conscious of these new challenges, Guesclin Notary Office wanted to provide its clients with the required expertise to meet their expectations in these areas, with the same commitment to rigour, legal certainty and efficiency characteristic of notaries in their areas of traditional skills.
The Wealth Engineering Service at Guesclin Notary Office is available to answer any questions you may have about this.
With your expert wealth management notary in Rennes, law is no longer a hindrance to the development of your wealth.
You can see the business flow chart on wealth engineering below :
