This section aims to present the work of the Office for funding intended primarily to companies or investors with creation of real or personal security.

• analysis of problems and solutions
• real estate and the effect of leveraged financing
• asset management
• capitalisation and life insurance
• creation of an investment holding company
• capital investment and private equity
• establishment of investment strategy

• Analysis of objectives and selection of pertinent judicial and fiscal tools
• Pactes Dutreil or Dutreil Agreements and family agreements
• Post mortem terms and future protection
• Distribution of the estate and definition of the rights of ownership
         Will (post mortem)
         Donation (Inter vivos)
• Creation of a family holding/analysis of strategic choices
• Settling international successions

• marriage (régimes matrimoniaux) : pre and postnuptial agreements - marriage contracts – contrat de mariage, changing a marital contract – changement de régime matrimonial, overseeing marital property and contracts for international couples
• divorce : conciliation, postnuptial agreements, assisting the spouses in the case of divorce and liquidation of marital property, specific council for international couples
• individual judicial and fiscal services

• annual declaration of personal income taxes
• annual declaration of wealth tax or d'impôt de solidarité sur la fortune
• declaration of income-based investments
• annual declaration of the Pacte Dutreil or Dutreil Agreement
• declaration of succession/gifts
• fiscal assistance in the case of a tax adjustment

We assure :

• permanent record-keeping:
  • of all paper documents in the office
  • of all electronic documents in an electronic safe in the Chambre des notaires de Paris

Upon request from the client, our office can create a CD-rom of the project details containing all of the  applicable contracts and documents.