L'étude patrimoniale permet de dégager des solutions sur mesure qui intègrent toutes les dimensions de l'analyse patrimoniale.
Nos compétences :
audit et bilan patrimoniaux
arbitrage patrimonial,
conseil en restructuration du patrimoine,
convention de quasi-usufruit,
rédaction optimisée de la clause bénéficiaire d'un contrat d'assurance-vie,
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