In a constantly changing legal and tax context, building up, organising, developing and transmitting assets, whether family or professional, is a real challenge. This is why calling on a wealth management specialist in New Jessey is essential.

In a constantly changing legal and tax context, building up, organising, developing and transmitting assets, whether family or professional, is a real challenge.

To support you in this undertaking, your notary — and more specifically our wealth management service in New Jessey — is the preferred contact to provide you with informed advice and implement the acts that are part of the extension of the legal and tax strategy that he will have developed with you, together, if necessary, with your other usual contacts (bankers, insurers, accountants, lawyers, etc.).

How does our heritage engineering service work?

In the case of the largest estates, a legal audit of your estate situation may be carried out by our asset management service in New Jessey, which will identify the most appropriate solutions for each situation, taking into account the objectives of each (protection of the spouse survivor, reduction of the tax burden, transmission, etc.) Similarly, the transmission of a family business requires specific skills, at the crossroads of family property law, business law and tax law.

Conscient de ces nouveaux enjeux, l’Office Notarial ANDERSON NOTAIRES a souhaité apporter à ses clients l’expertise nécessaire pour répondre à leurs attentes dans ces domaines, avec le même souci de rigueur, de sécurité juridique et d’efficacité que celui qui caractérise le Notariat dans ses sphères de compétences traditionnelles. Grâce à notre Service Ingénierie Patrimoniale, qui figure parmi les services de management service in New Jessey, parmi les plus compétents, le Droit n’est plus une contrainte dans le développement de votre patrimoine.

Organizational chart and missions of the Wealth Engineering Service

Our asset management service in New Jessey is made up of legal and tax experts. He designs sustainable asset management strategies for you in New Jessey, adapted to your means and needs. Its main objective is to guarantee a framework that is both legal and fiscal in line with the nature of your assets, whether public or private. It operates at three levels:
The asset balance sheet: the structuring of the various elements of a personal or professional asset requires a careful analysis of all the assets while taking into consideration the personal situation and the needs of the client;
Asset strategy: the legal and tax definition of assets represents an important step which aims to organize them well, so that the reflection is focused on the establishment of structures for holding the investment;
Asset allocation: depending on the strategy chosen, the client takes over while being assisted by the asset management service in New Jessey, the final objective being to constitute a personalized asset allocation.

To support you in this undertaking, your Notary is the privileged interlocutor to provide you with informed advice and implement the acts which are part of the extension of the legal and tax strategy that he will have developed with you, together, if necessary, with your other usual contacts (bankers, insurers, chartered accountants, lawyers, etc.)

With this in mind and for the largest assets, a legal audit of your assets may be carried out, in order to identify the most appropriate solutions for each situation, taking into account the objectives of each (protection of the surviving spouse, alleviation of the tax, transfer, etc.)

In the same way, the transmission of a family business requires specific skills, at the border of family property law, business law and tax law.

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