WEALTH MANAGEMENT

REAL ESTATE, DONATION AND SUCCESSION RIGHTS

To date, there is no regulations in France on the choice of notary. The parties to the deed, seller and buyer, are therefore free to appeal to the notary of their choice. The public officer is indispensable to buy or sell a property, establish his donation and/or prepare his succession. True practitioner and legal expert, he is a lawyer with a public authority mission that makes his expertise available to individuals and businesses.

As such, he clarifies the consent of the parties, prepares the acts and has the power to confer authentic character on all the acts requested from him.

In real estate matters, the notary will intervene as soon as the offer is accepted, which must be formalized by signing a sales agreement. The intervention of the notary when signing the preliminary contract is not mandatory but is strongly advised. As for the deed of sale, by guaranteeing the proper execution of the contract, the notary will ensure full compliance with the law in force but also the legal certainty of the parties to the deed.

In the family field, the notaries will accompany you to make the most of the latest regulatory and tax arrangements for the marriage contract, gift between spouses, donation-partage, wills and estates.

Business law is also no exception to notarial expertise, the notary will guide decision-makers and business leaders in their asset strategies while preserving their professional and family interests as best as possible.

In a world where the legislative framework is constantly in flux and requires anticipating the decisions of tomorrow, and because making the right decisions at the right time requires perfectly informed reflection, the choice of a good notary is essential for any real estate purchase or sale and / or asset organization project.

In case of doubt or uncertainty as to the choice of the notary, SK INTERNATIONAL BROKER will offer you referent and experienced notarial offices practicing in the national territory. In which case, it will always be possible to consult the Chamber of Notaries of your department, to look at a directory or quite simply browsing the web.

WEALTH MANAGEMENT

Accompanied by a network of selected experts, our partner covers all areas of wealth management. Unlike a bank or an insurance company, the wealth manager works in a truly open architecture and seeks the solution that is most relevant to your interests. This independence guarantees you the most complete qualitative and secure offer.

Its rigorous methodology requires an intervention in four essential steps: the statement of assets, the precise diagnosis, the recommendations and the support in the realization.

Statement of assets

Exhaustive audit is performed by the wealth expert in order to know your family, professional, financial & tax situation and understand your concerns, reluctances and objectives. This interview allows him to clarify your aspirations or projects and how best to meet them.
This step is essential and decisive. It is used to validate or invalidate the wealth manager support.

Diagnosis

This analysis provides an explicit diagnosis highlighting the strengths and weaknesses of your current situation. It is the start of the mobilization of experts and make recommendations adapted to the context.

Recommendations

It allows to define an investment strategy that is perfectly in  line with your aspirations and needs. The proposed global solution is clearly detailed, specifying each point of your objectives as well as means to be used.

It is essential for the wealth manager that you fully understand the strategy. Beyond the relevance of the solution provided, the sustainability of your relationship relies more on the pedagogy and your perfect understanding.

Follow-up and support

The wealth manager stands by your side in the implementation until the finalization of the investment. He is attentive to your needs and adapts his expertise to the changing needs of your life (marriage, divorce, inheritance, professional life).