Fidroit Harvest Group
Entity

  • Fidroit Harvest Group

    Created in 1994

  • Social networks

    1,148 860 81 36 12,381

  • Activities

    legaltech

  • Technologies

    SaaS

  • Entity types

    SMB

  • Location

    9 All. Evariste Galois, 63170 Aubière, France

    Aubière

    France

  • Employees

    Scale: 11-50

    Estimated: 31

  • SIREN

    417556222

  • Engaged corporates

    24
    7 18

  • Added in Motherbase

    4 years, 3 months ago
Description
  • Value proposition

    [Automatic translation follows] Fidroit offers operational support to heritage professionals who develop a consulting activity.

    Organizing and managing your assets means making appropriate decisions in the face of the multitude of deadlines that punctuate our lives: real estate, union, retirement, children, business, investments, inheritance, etc.
    Organizing and managing your assets allows you to calmly anticipate these deadlines, whether they are predictable or not.
    It’s a way of giving meaning to one’s heritage while protecting oneself against risks that concern us all.

    The process is long-term and requires a global understanding of the legal aspects.
    and financial at stake; or even support, which will help you make the right decisions.
    Fidroit has been working for 20 years to enable everyone to organize and manage their assets
    in a just and virtuous manner.
    Our tools, whether designed for professionals or individuals, decipher, order and render
    accessible information essential to inform asset decisions.

    Advice in wealth organization, training, support for CGPs, consulting, communication, digital, and information

  • Original language

    Fidroit propose un accompagnement opérationnel aux professionnels du patrimoine qui développent une activité de conseil.

    Organiser et gérer son patrimoine, c’est prendre les décisions opportunes devant la multitude d’échéances qui ponctuent nos vies : immobilier, union, retraite, enfants, entreprise, placements, succession, etc.
    Organiser et gérer son patrimoine permet d’anticiper sereinement ces échéances, qu’elles soient prévisibles ou non.
    C’est une manière de donner un sens à son patrimoine tout en se prémunissant contre des risques qui nous concernent tous.

    La démarche s’inscrit dans la durée et demande une compréhension globale des aspects juridiques
    et financiers en jeu ; voire un accompagnement, qui aidera à prendre les bonnes décisions.
    Fidroit oeuvre depuis 20 ans pour permettre à chacun d’organiser et de gérer son patrimoine
    de manière juste et vertueuse.
    Nos outils, qu’ils soient conçus pour les professionnels ou les particuliers, décryptent, ordonnent et rendent
    accessible l’information indispensable pour éclairer les décisions patrimoniales.

    Conseil en organisation patrimoniale, formation, Accompagnement des CGP, consulting, communication, digital, and information

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