Our skills, our experience and our independence allow us to offer you personalized advice and a relevant solution for each asset situation.
Our history
During our experience, we have acquired solid legal and financial expertise in the areas of Asset Management, Family-Office and Private Banking. We work with Lawyers, Notaries, Chartered Accountants and Statutory Auditors.
By creating Heritage & Serenity, we support you on a daily basis for:
Our professional background and our diploma as a chartered accountant / auditor have enabled us to obtain the following professional approvals:
Our approach
Our goal is to support you throughout your professional and personal life, to help you manage your financial and legal interests optimally and with complete peace of mind. For this, we offer you together:
To carry out a balance sheet:
To determine your heritage objectives such as:
At the end of this preparatory stage, we will offer you different solutions for carrying out your project. For each strategy chosen, we will recommend a selection of offers from our partners.
Good to know
Our remuneration consists of fees or / and distribution commissions received by our partners according to our commercial agreements. In accordance with the European directive "MIF2", in the event of collection of distribution commission on work in progress related to a specific product, we will not invoice any fees relating to the selection of this latter.
Post hoc impie perpetratum quod in aliis quoque iam timebatur, tamquam licentia crudelitati indulta per suspicionum nebulas aestimati quidam noxii damnabantur. quorum pars necati, alii puniti bonorum multatione actique laribus suis extorres nullo sibi relicto praeter querelas et lacrimas, stipe conlaticia victitabant, et civili iustoque imperio ad voluntatem converso cruentam, claudebantur opulentae domus et clarae.
Incenderat autem audaces usque ad insaniam homines ad haec, quae nefariis egere conatibus, Luscus quidam curator urbis subito visus: eosque ut heiulans baiolorum praecentor ad expediendum quod orsi sunt incitans vocibus crebris. qui haut longe postea ideo vivus exustus est.
Verum ad istam omnem orationem brevis est defensio. Nam quoad aetas M. Caeli dare potuit isti suspicioni locum, fuit primum ipsius pudore, deinde etiam patris diligentia disciplinaque munita. Qui ut huic virilem togam deditšnihil dicam hoc loco de me; tantum sit, quantum vos existimatis; hoc dicam, hunc a patre continuo ad me esse deductum; nemo hunc M. Caelium in illo aetatis flore vidit nisi aut cum patre aut mecum aut in M. Crassi castissima domo, cum artibus honestissimis erudiretur.
Cum saepe multa, tum memini domi in hemicyclio sedentem, ut solebat, cum et ego essem una et pauci admodum familiares, in eum sermonem illum incidere qui tum forte multis erat in ore. Meministi enim profecto, Attice, et eo magis, quod P. Sulpicio utebare multum, cum is tribunus plebis capitali odio a Q. Pompeio, qui tum erat consul, dissideret, quocum coniunctissime et amantissime vixerat, quanta esset hominum vel admiratio vel querella.