Wealth structuring
Scoping of the overall wealth strategy, choice of vehicles (SCI, family SARL, wealth holding), articulation between private and professional wealth.
Practice
Wealth & Real Estate
Grow, protect, transfer.
The Wealth practice supports executives and investors in structuring and valuing their assets. A rare mastery of wealth logic, nourished by 30 years of experience in construction and real estate asset management.
Practice lead : Luka Matovic
What we do for you
Holding company setup
Design and support of holding structures: parent-subsidiary regime, tax consolidation, contribution-sale, optimisation of upstreamed dividends.
Real estate investment
Pre-acquisition case studies (gross and net yield, recoverable charges, taxation), leverage analysis, negotiation support.
Real estate asset management
Wealth tracking of portfolio properties, administrative and rental management, works planning, expense optimisation, arbitrage.
Property development
Support of development projects: operation balance, financing search, follow-up on marketing and delivery phases.
Transfer & succession
Preparation of wealth transfer (donation, dismemberment, Dutreil pact), tax and legal anticipation of successions.
Entry tickets
Our entry-point engagements for this practice
The engagements that allow us to start working together on a defined scope and a known budget. The rest of the engagement is scoped by a tailored engagement letter after a first exchange.
Diagnostic
Audit patrimonial simple
Premier diagnostic patrimonial et état des lieux des actifs, objectifs et contraintes du client.
À partir de 450 €
HT - forfait
Our approach
Wealth is built over time. Our role is to bring a long-term vision, anchored in fine knowledge of the real estate market and the associated tax and legal logic.
We work closely with the other practices: wealth structuring is inseparable from the Administrative & Financial practice (taxation, cash) and from the Studies & Construction practice (works costing, asset valuation).
We are neither investment advisers (CIF) nor notaries: on aspects requiring those competencies, we coordinate with accredited professionals. Our contribution: overall coherence and operational delivery.
Who this practice is for
- Executives wondering about the articulation between professional and private wealth
- Real estate investors (first investment, portfolio building, optimisation of existing holdings)
- Entrepreneurs considering a sale and reinvestment via a holding setup
- Owners managing a real estate portfolio who want to professionalise its management
- Families preparing a wealth transfer (real estate, company shares, financial assets)
Let's discuss your need
A 30-minute exchange to scope your request and propose suitable support.