Engineering: Our added value, Our know-how
Wealth, Financial & Real Estate engineering can be practiced in several sectors of activity and calls on skills in several disciplines such as finance, real estate, law and taxation.
The Patrimonial Engineer is a lawyer / tax specialist by training, he operates with a tailor-made approach with in-depth & meticulous financial expertise.
He works in collaboration with a notary, business lawyer, tax specialist… and provides an overall asset balance sheet (assessment, diagnosis, recommendation and advice).
Depending on the needs expressed by each client (financial security, tax optimization, asset transfer, etc.),
The engineer designs and recommends tailor-made wealth management strategies that are sustainable over time.
01
Heritage engineering
Managing your assets and keeping control of your capital is essential for making the right decisions in the short, medium and long term.
Wealth engineering is the heart of our added value, it exists to help you structure your assets, find solutions to deal with each key stage in your personal or professional life and organize your transfer.
Our mission is to find the solutions best suited to their legal, tax and inheritance situation.
Our transversal approach will allow you to have a global visibility of your investments.
02
Financial engineering
Our financial engineering department supports you at each stage of the financial process:
Whether you want to invest or train in the financial markets (equities, forex, structured products)
Select equity and private equity funds.
Valuate companies, carry out a financial audit ...
Our core business lies in the implementation and strategic monitoring from our clients' investments taking into account financial risks, optimization and profitability.
03
Real estate expertise
The real estate appraisal consists, for a recognized and confirmed expert, in carrying out an in-depth analysis and estimating a property, it consists in assessing the value at which a property is salable by taking into account a large number of information and information. data.
We often confuse real estate expertise and the value opinion (delivered by real estate agents):
A value opinion is a simple estimate (often very variable from one agency to another)
A real estate appraisal is the formal and official report which synthesizes all the technical and / or economic elements of a real estate property.
The real estate appraisal can only be carried out by a recognized real estate expert, it is therefore more reliable and more complete than a simple valuation opinion.
