Managing and preserving your wealth is a key daily concern for individuals.
That is why we have created a dedicated service offering personalized support and top-level expertise.
From income tax returns to wealth transfer, we leverage our experience and multidisciplinary expertise to provide the professionalism expected of an expert accountant.
Whether you need to optimize your wealth, plan for retirement, or simply seek sound advice, our teams guide you through every step with discretion, ensuring greater peace of mind.
Your structure serves one or more families over the long term, deploying and managing their wealth strategies.
We act as an extension of your operations by handling your clients' accounting, tax, legal, and social back-office services with discretion.
Annual financial management for protected individuals
Annual financial management for protected individuals
Annual financial management for protected individuals
Every year, the legal representative of a protected person (in guardianship or curatorship) must prepare a financial report for the family council, judge, notary, or legal representative.
This financial report must be submitted to the court for verification without any prior reminder from the court.
What we can do for you
Based on the information provided by the legal representative, we maintain the accounting and update the asset register of the protected individual.
Upon completion, we assist the legal representative in preparing the financial report, its annex, and the necessary documents for submission to the court.
Our support can also extend to reviewing income tax returns filed by the guardian or curator or providing a broader financial audit of the documents submitted.