Because a heritage is gradually in a context where your career evolves in time and in an economic environment that is more difficult to master, you have great interest to be accompanied by a professionnal in order to optimize your financial strategy. The constitution of a capital most often starts by making a savings, but you can diversify your assets by placing in the stone. This allows you to prepare your retirement and also to pay less tax.

Investment offers are very numerous and often disappointing results. We don’t claim to be the best, but over 25 years of experience have allowed us to see more clearly. You can invest personally in the new heritage real estate with significant tax benefits or in the former estate of prestigious renovated under the Malraux Act or classified Historical Monument. There are also investments under a professional status, allowing the recovery of VAT, but the management is more complex.

Each investment is entirely “package” by a real estate developer recognized and funded through a loan amortized or ultimately, with or without input. A pre-audit heritage with a projected balance sheet financial and tax and a cash flow plan is performed by a dedicated counselor who accompanies you throughout your operation.

Constitute – Manage – Transmit