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Fideliance Patrimoine offer specialised wealth management to individuals and legal entities. Our specialists maintain a global approach and proceed by establishing a link between private and professional assets whilst considering all possible outcomes and consequences. We work closely with chartered accountants, legal advisors, notaries, and barristers to best structure your assets in accordance with your objectives and projects.

OUR SERVICES

WEALTH MANAGEMENT

  • Global approach to private and professional assets
  • Asset structuring/restructuring strategy
  • Advice on professional equipment and private assets transfers
  • Retirement/employment history/departure strategy analysis
  • Executive compensation optimisation
  • Assessing the advantages of a change of status
  • Analysis/advice on the existing situation
  • Long-term corporate cash investments
  • Employee savings schemes
  • Private investments
  • Life insurance
  • Stocks saving plans
  • Securities accounts
  • Individual retirement arrangements 
  • Innovation-focused mutual funds
  • Venture capital funds
  • Disposal proceeds funds
  • Customised investments
  • Professional and non-professional property rental
  • Pinel Law
  • Rental business losses
  • Historical monuments
  • Wood and forestry
  • Vineyards
  • SCPI/SCI/OPCI
  • Property finance expertise
  • Credit negotiation/renegotiation
  • Assessing whether it is worth keeping/renegotiating a loan
  • Loan insurance (Hamon Law)
  • Individual and group provident funds (work stoppage/disability/death)
  • Individual and group medical care (hospitalisation/optics/dental costs, etc.)
  • Retirement: Madelin law, PER, etc.
  • Cross option agreements
  • Employer liabilities: termination and redundancy payments, contractual termination
  • Change of status
  • Compensation optimisation
  • Asset restructuring
  • Tax deduction mechanisms
  • Tax-advantaged real estate
  • Girardin Act
  • Investment in innovative SMEs
  • Dutreil Pact
  • Contribution-Transfer
  • Division of assets
  • Donations
  • Life insurance
  • Optimisation of beneficiary clauses

OUR REFERENCES

OUR EXPERTS

TheauACCARY4_light

Théau ACCARY

Financial Investment Advisor

Pierre-Yves-Chanut

Pierre-Yves CHANUT

Financial Investment Advisor