The wealth management team will be there at key family moments (wedding, domestic partnerships, divorce, inheritance). It will provide assistance in protecting your nearest and dearest (protection of your children, of your surviving spouse, of vulnerable family members …).
Structuring your union
Our associates provide assistance when structuring your marital status (prenuptial agreements, domestic partnerships, cohabitation) and its adjustment to changes affecting your personal, family and professional situation (alteration of matrimonial regimes, inserting clauses for the protection of a surviving spouse, making a will….).
Real estate acquisitions
Our team will provide you with guidance in your real estate acquisitions, from the structuring of your project to its implementation, securing the investment both legally and from a tax standpoint.
It provides assistance in negotiating the terms of the acquisition, as well as in drawing up draft deeds and agreements (preliminary agreements and deeds of sale, financing facilities).
Our involvement guarantees the security of the investment and its prompt completion.
Protection of your nearest and dearest
The wealth management team offers suitable solutions to enable you to anticipate the consequences of your passing or of your loss of capacity: transfers of estate, anticipating the risk of dependence as well as tax and legal protection of your nearest and dearest.
It provides assistance with your life insurance contracts: policy configuration, drafting and retention of beneficiary clauses, advice at the unwinding of the policy between different options.
Acquisitions and transfers within the family environment
Our team provides advisory services in the context of your transfers of estate, in order to incorporate these into the most suitable legal and tax framework (gifts, inter-vivos gifts, intergenerational inter-vivos gifts, gradual gifts, residual gifts).
We can also provide advice in the context of the incorporation and running of family corporations: analysis of the objectives and drafting bylaws, tax options, etc…