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Home > Areas of expertise > Wealth Management

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Presentation
Areas of expertise
FIDAL has developed considerable expertise in the following fields :


 Executive’s personal assets

• Assistance in the choice of investment products (life insurance investment and capitalisation products)

• Optimisation of the management of securities or real estate assets

• Review and audit of current assets, tax and legal optimisation of private and professional assets

• Issues specific to transferring a business

• Tax on transfers performed without consideration

• Transfer plans

• Estate settlements

• Incorporation and use of SCIs (non-trading real estate partnerships)

• Donations, inter vivos estate distribution, hand-to-hand gifts, future donations

• Marital property systems and assistance to surviving spouses

• ISF (wealth tax) optimisation and annual tax returns


Corporate assets

• Real estate law for construction, town planning and environmental matters

• Optimisation of investments in real estate and in the refurbishment or transformation of premises

• Joint ownership law

• Commercial lease law

• Design of leasing and financing schemes for real estate investments

• Management of the legal, tax and labour law aspects of professional practices and clientele


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