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Purchasing Real Estate
- Actual Financial Capacity
- Balancing Equity, Retirement Planning, and Taxation
- Coordination with Bank and Notary
Establishing / Protecting a Family
- Couple’s Financial Organization and Marriage Contracts
- Protection of Spouse and Children
- Anticipating Unforeseen Events (Disability, Death)
Preparing for Retirement
- Analysis of Life Scenarios
- Flexibility (Anticipated, Deferred, Partial)
- Securing Your Standard of Living
Optimizing Your Wealth and Taxation
- Building an Effective Tax Strategy
- Rational Decisions, Not Opportunistic Ones
- Multi-Year Vision
Structuring Assets for the Long Term
- Overall Assessment of the Situation
- Coherent Balancing
- Transfer and Protection of Loved Ones
Achieving a Successful Professional Transition
- Anticipating the Financial Impact
- Control of Your Professional Project
- Preserving Your Freedom of Choice