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Notaries in Vence
Wealth Strategy & Family Governance
Structuring and organizing private and professional wealth.
Establishment and management of family governance (family charter, family council, decision-making bodies, etc.).
Support for the next generation: financial education, gradual preparation for wealth and family responsibilities.
Management of succession issues, estate planning, and intergenerational wealth transfer.
Management of family conflicts and mediation to preserve family harmony.
Wealth management and securing
the financial future of people with disabilities
&Development of a wealth management strategy tailored to the specific needs of people with disabilities and their families.
Implementation of solutions to secure assets, taking into account the relevant legal and tax provisions (such as protective measures, guardianship, conservatorship, advance care planning, etc.).
Coordination and monitoring of specialized professionals (notaries, attorneys, court-appointed representatives, specialized organizations, etc.).
Analysis and optimization of social assistance and income management programs (disability benefits for adults, income supplements, compensatory benefits, etc.).
Monitoring changes in legislation and opportunities to ensure the long-term protection, autonomy, and well-beingof beneficiaries over the long term, incorporating criteria of accessibility, inclusion, and quality of life.
Legal, Tax, & administrative
Legal and tax structuring of assets on a national and international scale.
Administrative management, preparation of consolidated reports, and cost control.
Ongoing coordination with external advisors (attorneys, notaries, insurers, certified public accountants, etc.).
Monitoring of regulatory compliance and reporting obligations.
Support for international mobility.
Implementation of data protection and asset cybersecurity measures.
Emotional Wealth, Philanthropy & lifestyle
Support in managing passion-driven assets: art collections, classic cars, vineyards, horses, forests, etc.
Structuring and managing philanthropic and patronage projects: establishing and managing foundations, endowment funds, and skills-based patronage.
Organization of family life: management of household staff, coordination of travel arrangements, management of private events, and security measures.
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