PATRIMONY

Michel & Partner's "Patrimony"

Every one of our customers has a unique and singular background, whether they're an entrepreneur or co-founder, a managing shareholder, self-employed or the owner of a family business. That's why we take the time to understand your personal situation, so we can offer you investment and wealth management solutions tailored to your needs.

Your wealth is more than just a sum of assets: it's a means to create, invest and pass on. At Michel & Partner's "Patrimony", our ambition is to become your strategic partner. Our expertise goes far beyond the purely financial management of your assets.

Tailor-made, comprehensive and long-term wealth management.

We aim to accompany you and your family throughout your life's projects, with a personalized approach based on your objectives, and taking into account your needs and aspirations, in the short, medium and long term. We also take action at specific stages in your life, whether professional or private, by bringing together qualified specialists in wealth structuring and financial planning. Your MP's specialist coordinates the expertise required to manage your assets.

Thanks to our extensive network, you benefit from both a local and global approach, regardless of where you or your family members live. This enables us to deal with tax issues, cross-border and international issues, wealth structuring for optimal asset ownership, and to offer support in the event of a change of domicile.

Tailor-made investment solutions are at the heart of our wealth management approach.

Wealth engineering : experts to protect and build your future.

At Michel & Partner's "Patrimony", we carry out a comprehensive, personalized analysis of your needs to offer you customized, long-term solutions. We start by getting to know you, spending time with you to understand your personal, family and professional environment. Then we assess your needs and tailor the management of your assets to your tax situation and your individual and family circumstances.

In addition to investment performance, we pay particular attention to managing the tax impact of your investments, so as to offer you the best possible overall after-tax performance. We also structure your assets to anticipate specific events, such as the partial or complete sale of company shares or a donation, while systematically ensuring that your loved ones are protected.

As a company with a family tradition, we are particularly keen to support new generations in dealing with their family inheritance. We can support them by setting up a family governance structure and coordinating it with our various experts to address issues relating to intergenerational inheritance.

SCI, LMNP, SCPI creation and management, personal tax returns, ....

We can support and advise you on your personal tax affairs: tax preparation and assessment, follow-up of your personal tax returns, follow-up of your IFI returns, management of your Sociétés Civiles Immobilières, LMNP, SCPI...