top of page

    Heritage expertise

    and advice

    Individuals:

     

    Your heritage is the fruit of a story: People are at the heart of the heritage strategy.

    Knowing yourself before advising you is therefore essential.

     

    - Carry out a heritage audit

    - Know your goals

    - Understand your relationship to risk

     

    Your wealth is at the service of your life choices.

    Our privileged consultancy and relationship management approach in private management takes place around four main questions:

     

    What are your needs to finance your projects?

    How much capital should you protect to ensure your lifestyle, your financial independence?

    How to anticipate your transmission, without losing control of the management and income of your assets?

    What goods can you give to your loved ones to help them in life?

     

    Professionals:

     

    You ask the right questions throughout the life cycle of your business, it is ensuring your sustainability of your success.

     

    We support entrepreneurs in optimizing the ownership and transfer of their business alongside their usual advisers (accountants, lawyers and notaries).

     

    We explore with you the different scenarios that can impact the sustainability of your success: divorce, accidental death, the transfer of your business, its family transmission ...

     

    Each person and each case is different.

    Company managers, expatriates, sportspeople, liberal professions, disabled people, etc.

     

    Have you made the right decisions in managing your wealth?

    We are here to support you in these choices of choice.

    Contact

    Success! Message received.

    Franken Consulting

    The head office

    Tour Oxygène

    10-12 boulevard Marius Vivier-Merle

    69393 LYON CEDEX 03 – FRANCE

    Office or home consultations

    North annex

    10, Avenue George V
    75008 PARIS - FRANCE

    Consultations by appointment

    South annex

    2, rue Henri Barbusse
    13001 MARSEILLE - FRANCE

    Consultations by appointment

    +33 (0) 975 718 439

    contact@frankenconsulting.com

    1200px-Skype_logo_(2019–present).svg.png
    Microsoft_Office_Teams_(2018–present).svg.png
    raw.png
    linkedin-logo-e1407144392549.png

    Karré Patrimoine

    © Copyright 2017 - 2023

    bottom of page