Individuals

Trust us to guide you

Individuals

Trust us to guide you

Asset management: Prud’homme & Baum guides you

Make sure that you make the right choices at the right time with expert guidance on asset management, be it your real property, real estate or even in the field of intellectual property. Prud’homme & Baum, is a notarial Firm with nine experienced notaries, and more than 45 employees, ready to work with you to manage your personal or professional assets.

Asset management in detail

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sset management consists of assessing the value of the property held by a person or a company to optimise its use and profitability. In concrete terms, this means finding the optimal balance between risk and profitability, to make the most of your assets. The aim in the short-, medium- or long-term is to manage your assets in the best manner to provide for your future, invest in other projects, and ensure the future of your parents or your descendants.

Particularly in terms of inheritance, passing on your property to your descendants means paying inheritance tax and sometimes even transfer duties. For companies, it is interest, income, dividends or even capital gains that are subject to taxes (income tax or corporate tax). For a person or a company, it is essential that you manage your assets to preserve your capital and invest in new projects.

Choosing the right person to guide you

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ifferent professionals can assist you in managing your assets. Bankers, lawyers, independent advisors, management companies, etc. Their aim is to find the best solutions for developing your capital, whilst exposing you to the least amount of risk.

Prud’homme & Baum, is a notarial Firm with nine experienced notaries, and more than 45 employees, ready to work with you to manage your assets in an optimal manner. Our professionals work with you as advisors to help you to manage, optimise or transfer your personal estate or professional assets.

Where appropriate, we work with your banking representatives and your accountant to allow Prud’homme & Baum to determine with you the strategy to implement, and how to apply it legally.

Prud’homme & Baum, notaries in a Partnership, Paris,
advises and guides you every step of the way.