Social networks
998 324Activities
Entity types
Location
128 Rue du Faubourg Saint-Honoré, 75008 Paris, France
Paris
France
Employees
Scale: 2-10
Estimated: 3
SIREN
532149861Engaged corporates
5Added in Motherbase
5 years, 2 months ago[Automatic translation follows] Inheritance optimization tools for financial advisors and wealth management advisors
By preparing early for the transfer of their wealth with a professional advisor, individuals can protect their family and significantly reduce the inheritance tax that will weigh on it.
Initially launched as a general public service, MaSuccession is now a service dedicated to professional financial and wealth management advisors. It provides them with tools that allow them to assess the amount of family inheritance costs. The regulated company LaBienveillanceFinancière then takes over to offer wealth management solutions to reduce these costs.
calculation of inheritance costs, Fintech, reduction of inheritance costs, wealth management, and Products & Services Fi
Outils d'optimisation successorale au service des conseillers financiers et conseillers en gestion de patrimoine
En préparant tôt la transmission de leur patrimoine avec un conseiller professionnel, les particuliers peuvent protéger leur famille et réduire très significativement l'impôt droits de succession qui pèsera sur celle-ci.
Lancée initialement comme un service grand public, MaSuccession est aujourd’hui un service dédié aux conseillers professionnels de la finance et de la gestion de patrimoine. Il leur livre des outils qui leur permettent d’évaluer le montant des frais de succession des familles. La société réglementée LaBienveillanceFinancière prend ensuite le relais pour proposer des solutions patrimoniale permettant de réduire ces frais.
calcul des frais de successions, Fintech, réduction des frais de succession, gestion de patrimoine, and Produits & Services Fi
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