What is a wealth audit?
The wealth audit is a key step in structuring and optimizing the management of your assets. All too often neglected, this process provides a clear and precise view of your assets, while identifying the levers for achieving your financial and personal objectives. The wealth audit consists of a comprehensive, personalized analysis of your financial, tax and legal situation. It takes into account your real estate assets, financial investments and income, as well as your expenses and short-, medium- and long-term objectives. The aim is to identify the strengths and weaknesses of your assets, while proposing solutions to improve their performance and secure their transfer.
Why is this essential?
In a constantly changing economic and tax environment, a wealth audit helps you to :
- Reduce risks: by identifying areas of fragility, such as poorly managed debt or excessive taxation.
- Optimize your investments: by adjusting your portfolio according to your needs and projects.
- Anticipate succession: by ensuring that your loved ones benefit fully from your assets, under the best possible tax conditions.
How do I call in an expert?
The Les Experts du Patrimoine website offers resources and qualified professionals to support you in this process. You’ll find tools, advice and specialized experts to meet your specific needs. Their personalized approach guarantees a tailor-made analysis to build solutions tailored to your ambitions.
