This service provided by Orcom involves studying the various solutions to the secure transfer of a portfolio. This may involve the transfer to descendents, taking care of family security, to optimise taxation and assure the continuity of the asset being transferred. This may also be to prepare a succession while improving the rights of a spouse or transfer part of a portfolio to a person not appearing in the succession. It may also be the subject of an asset strategy to response to all objectives.
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Sylvie Bénevaud
Assets Executive
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+33 2 38 77 76 32
