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Family & Wealth

A legal and wealth dilemma

One-to-one support to clarify roles and responsibilities.

Who is it for?

For people facing situations where legal, family and wealth matters are intertwined:

  • Separation, divorce, sensitive estates, blocked joint ownership, contentious divisions: files stalled at the notary's office
  • Complex transfers (blended families, expatriation, several countries)
  • Major or urgent wealth decisions
  • New responsibilities after a death or a separation

Why?

Because a complex family situation is never purely legal. It involves:

  • Civil and wealth issues
  • Inheritance rules that are sometimes misunderstood
  • Legal responsibilities that are poorly identified

What?

Analysis and support to structure, decide and move forward.

1. Notarial analysis and mapping of what is at stake

  • Reading and decoding civil and wealth situations
  • Identifying legal, tax and family risks
  • Setting out the possible legal options

2. Decision and looking ahead

  • Drawing up a secure and aligned action plan
  • Support in decision-making
  • Stabilising the family and wealth situation
  • Looking ahead to a peaceful transfer or division
Case study

Assets without governance

A French woman in her eighties, who owned property abroad and whose late husband's estate had remained unsettled for many years, came to see me, weary and at a loss. She no longer knew how to move forward: complex assets, children living far away, and a whole life in which her husband had made the decisions for her.

I asked her to tell me her story. That is when everything became clear: she had never taken her place. Now she had to.

We mapped her assets and her family, legal and tax issues. Step by step, we defined and built an action plan aligned with her priorities and her values.

Once clarity had been established, decisions emerged with disarming ease.

The keyUnderstanding her place to regain control of her estate.

Other situations

Structure A wealth roadmap in a complex situation Preparing and managing family files: change of matrimonial property regime, dismemberment of ownership, joint ownership, estates, transfers, asset protection. Find out more Coordinate Coordination and collaboration with legal professionals Analysis and preparation of files for professionals: notaries, lawyers, experts and advisers. Find out more International A family in international mobility Binational couple, mobility, cross-border estate: a single point of contact for an overall view of your assets, particularly with Spain. Find out more Spain Buying property in Spain Buying in Spain: referral to Spanish legal professionals, partner notary and lawyer, to secure your project. Find out more
Contact

Let's talk about your situation.

Describe your request in a few lines. Florence will reply to you personally, by email, in complete confidence.