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Asset management

Expertise - Asset management

Asset management

Moore France: your partner for wealth management

We offer dedicated solutions for families, managers, shareholders and investors, helping them to manage, organize and pass on their wealth. Our services cover wealth audits, asset valuation, operational advice, wealth engineering, transmission, liquidation and sharing.

We are committed to relieving our customers of their compliance obligations, helping them to build up and increase their wealth, anticipating and optimizing the transfer of assets, and facilitating the management of joint ownership and matrimonial divisions.

  1. Operational consulting

    Our mission: to ease the compliance responsibilities of families, managers, shareholders and investors.

    - Asset audits
    - Valuation of real estate assets
    - Legal secretary, accounting
    - Support for acquisition projects
    - Support for inspections and litigation
    - Assistance at every stage of family life.

  2. Wealth engineering consulting

    Our aim: to support the growth and organization of family and business assets.

    - Managing family governance and executive status
    - Structuring shareholder relations and conflict management
    - Optimization of financial flows (remuneration, capital gains, credit, etc.)
    - Maximize asset management (intangible, tangible, real estate)
    - Financing solutions for internal and external growth
    - Preparing for the transition to retirement

  3. Transmission consulting

    Our expertise: planning and optimizing the transfer of family and business assets.

    - Transmission within or outside the family
    - Use of Pacte Dutreil, life insurance, fonds de pérennité, transfer of temporary usufruct
    - Tax optimization (donation, spreading, splitting, etc.)
    - Financing balances and securities
    - Managing the international aspects of the transfer
    - Organization of philanthropy (foundations, associations, sponsorship)

  4. Advice on liquidation and partition

    Our expertise: facilitating the management of undivided interests, matrimonial settlements and divisions.

    - Drafting marriage and gift contracts
    - Organization of joint ownership by agreement and inheritance
    - Amicable sharing
    - Liquidation of matrimonial property regimes
    - Divisions and judicial successions
    - Valuation of assets to be divided and liquidated

  5. Tailor-made support for foreign investors

    Are you a non-resident or foreign investor in France? The Moore France teams have the recognized expertise to help you structure, optimize and transfer your assets in France. Thanks to our mastery of a wide range of languages - French, English, Italian, Russian... - we can facilitate your exchanges and provide you with a clear vision of the tax, legal and wealth management issues at stake, in compliance with local and international regulations.

    For customers with interests abroad or wishing to set up business outside France, our Foreign Desk is with you every step of the way. Working closely with our wealth management teams, he can help you structure your international projects in complete security, whether for investment, succession or mobility.