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Conciergerie du Patrimoine - TAOS

Conciergerie du Patrimoine

Montages spécifiques

Selon les objectifs recherchés, nous utilisons différents outils comme le démembrement de propriété ou l’utilisation d’un financement à l‘aide d’un prêt in fine.

 
Placements en valeurs mobilières (assurance-vie,…)

Optimisation de la trésorerie à court, moyen et long terme, ainsi que de la capacité d’épargne mensuelle sur différents supports d’assurance-vie, selon les objectifs et stratégies souhaitées.

 
Aide à l’optimisation de la déclaration de revenus, déclaration ISF

Prestations de recherche d’optimisation des revenus, revenus fonciers, loueurs en meublé sur les 2 dernières années et l’année en cours.

 
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