Asset management – Office notarial Ducamp-Monod et associés en
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Asset management

Asset management

In the case of an asset review, the Law Firm offers you different ways to transfer your assets: either directly, by gift, inter vivos donation, trans-generational donation, reintroduction of previous gifts in a new inter vivos donation, or indirectly, through of a family civil company which the Law Firm will help you to establish.

They adapt each legal instrument to your situation (married or single).

The asset review includes both the civil and tax aspects. Considering the ever-changing tax law, the Law Firm assistance will indeed focus on tax optimization, in view of the previously defined legal requirements. The Law Firm knows how to create the correct framework that meets your expectations.

Since the client is sometimes a business executive, the Law Firm uses instruments designed specifically for them (transfer of business under Dutreil covenant or family holding company).