{"id":19560,"date":"2022-02-18T15:53:34","date_gmt":"2022-02-18T14:53:34","guid":{"rendered":"https:\/\/www.pkf-arsilon.com\/?page_id=19560"},"modified":"2022-02-18T15:53:35","modified_gmt":"2022-02-18T14:53:35","slug":"personal-asset-management","status":"publish","type":"page","link":"https:\/\/pp-pkfarsilon.web.oxv.fr\/en\/your-needs\/technical-expertise\/personal-asset-management\/","title":{"rendered":"Personal Asset Management"},"content":{"rendered":"<div id=\"\" class=\"container-fluid s-banner\">\n    <div class=\"container\">\n    <div class=\"text\">\n                    <p class=\"tag\">Technical Expertises<\/p>\n            <h1 class=\"title\">Personal Asset Management<\/h1>\n      <p>Make the right decisions in the short, medium and long term.<\/p>\n    <\/div>\n  <\/div>\n<\/div>\n\n<div class=\"container\">\n  <div class=\"b-breadcrumb\"><span><span><a href=\"https:\/\/pp-pkfarsilon.web.oxv.fr\/en\/\">Home<\/a><\/span><\/span><\/div><\/div>\n\n<div class=\"s-subexpertise-top\">\n  <div class=\"container\">\n    <div class=\"row\">\n      <div class=\"col-lg-8\">\n        <div class=\"top__texte\">\n          <p class=\"intro\">\n            Taxation, marital status, investment, acquisition, inheritance&#8230; Whatever your life plans, it is essential to ensure that your family interests and those of your business are protected.          <\/p>\n          <div class=\"b-wysiwyg\">\n            <p>Taxation, marital status, investment, acquisition, inheritance&#8230; Whatever your life plans, it is essential to ensure that your family interests and those of your business are protected. Our qualified asset management experts will advise you objectively on how to optimise your personal and professional situation in order to: Protect your assets, your income and your loved ones Prepare for acquisition, a new project Optimise your taxation and enhance the value of your assets Prepare for your retirement and secure your income Anticipate your inheritance<\/p>\n          <\/div>\n        <\/div>\n      <\/div>\n                        <div class=\"offset-lg-1 col-lg-3 d-none d-lg-block\">\n            <div class=\"top__info-right\">\n              <img loading=\"lazy\" decoding=\"async\" width=\"47\" height=\"37\" src=\"https:\/\/pp-pkfarsilon.web.oxv.fr\/wp-content\/uploads\/2021\/05\/icon-bleu-turquoise-103.svg\" class=\"icon\" alt=\"\" \/>              <p class=\"title\">Enhancing the value of your assets starts with a strategy<\/p>\n                          <\/div>\n          <\/div>\n                  <\/div>\n  <\/div>\n<\/div>\n\n\n<div id=\"\" class=\"s-expertise-quote\">\n  <div class=\"container\">\n    <div class=\"row align-items-center\">\n      <div class=\"col-lg-6\">\n        <div class=\"text\">\n                        <h3 class=\"subtitle\">Your contacts<\/h3>\n                                  <h2 class=\"title\">Qualified asset management experts to support you<\/h2>\n                                                          <a class=\"btn btn-gradient-outline-white\" href=\"https:\/\/pp-pkfarsilon.web.oxv.fr\/en\/find-your-contact\/\">Find your contact<\/a>\n                              <\/div>\n      <\/div>\n                    <div class=\"col-lg-6\">\n          <div class=\"quote\">\n            <p class=\"quote__text\">\n              <i class=\"icon-quote icon-quote--top\"><\/i>\n                              Our value lies in the advice we offer independently and through a detailed knowledge of the needs of the managers we support.                            <i class=\"icon-quote icon-quote--bottom\"><\/i>\n            <\/p>\n            <div class=\"quote__author\">\n                                            <div class=\"author-photo available\">\n                  <div class=\"img\">\n                    <img loading=\"lazy\" decoding=\"async\" width=\"384\" height=\"384\" src=\"https:\/\/pp-pkfarsilon.web.oxv.fr\/wp-content\/uploads\/2021\/06\/photo-guillemetz-david.jpg\" class=\"attachment-full size-full\" alt=\"Photo-Guillemetz-David\" srcset=\"https:\/\/pp-pkfarsilon.web.oxv.fr\/wp-content\/uploads\/2021\/06\/photo-guillemetz-david.jpg 384w, https:\/\/pp-pkfarsilon.web.oxv.fr\/wp-content\/uploads\/2021\/06\/photo-guillemetz-david-300x300.jpg 300w, https:\/\/pp-pkfarsilon.web.oxv.fr\/wp-content\/uploads\/2021\/06\/photo-guillemetz-david-150x150.jpg 150w\" sizes=\"auto, (max-width: 384px) 100vw, 384px\" \/>                  <\/div>\n                <\/div>\n                            <div class=\"infos\">\n                David <span class=\"lastname\">Guillemetz<\/span><br\/>\n                                                    Personal Asset Management Partner &#8211; PKF Arsilon                              <\/div>\n            <\/div>\n          <\/div>\n        <\/div>\n          <\/div>\n  <\/div>\n<\/div>\n\n\n<div id=\"\" class=\"s-four-cols edito__section container\">\n      <h2 class=\"section__title\">Our beliefs<\/h2>\n            <div class=\"row\">\n                            <div class=\"col col-12 col-md-6 col-xl-3\">\n                                                                <strong>Trained specialists<\/strong>\n                                                                <p>Our teams are made up of qualified asset management advisers capable of understanding your asset management issues and objectives. Whatever your project, you benefit from the multidisciplinary skills of a dedicated team.<\/p>\n                                    <\/div>\n                            <div class=\"col col-12 col-md-6 col-xl-3\">\n                                                                <strong>Independent advice<\/strong>\n                                                                <p>Our advisers work independently to provide you with free, personalised investment solutions based on your objectives and asset situation. Our recommendations are neutral and not subject to any influence.<\/p>\n                                    <\/div>\n                            <div class=\"col col-12 col-md-6 col-xl-3\">\n                                                                <strong>A local relationship<\/strong>\n                                                                <p>Our 800 specialists in 25 offices in France have a thorough knowledge of the local economic fabric, the various players, and the specific sectoral characteristics of each area. A dedicated and local contact will accompany you over time to manage the implementation of the solutions.<\/p>\n                                    <\/div>\n                            <div class=\"col col-12 col-md-6 col-xl-3\">\n                    <img loading=\"lazy\" decoding=\"async\" width=\"968\" height=\"968\" src=\"https:\/\/pp-pkfarsilon.web.oxv.fr\/wp-content\/uploads\/2021\/06\/img-carre-968-1211964475.jpg\" class=\"attachment-full size-full\" alt=\"\" srcset=\"https:\/\/pp-pkfarsilon.web.oxv.fr\/wp-content\/uploads\/2021\/06\/img-carre-968-1211964475.jpg 968w, https:\/\/pp-pkfarsilon.web.oxv.fr\/wp-content\/uploads\/2021\/06\/img-carre-968-1211964475-300x300.jpg 300w, https:\/\/pp-pkfarsilon.web.oxv.fr\/wp-content\/uploads\/2021\/06\/img-carre-968-1211964475-150x150.jpg 150w, https:\/\/pp-pkfarsilon.web.oxv.fr\/wp-content\/uploads\/2021\/06\/img-carre-968-1211964475-768x768.jpg 768w\" sizes=\"auto, (max-width: 968px) 100vw, 968px\" \/>                                                        <\/div>\n                    <\/div>\n    <\/div>\n\n\n<div id=\"\" class=\"s-text-img-three-quarter edito__section container\">\n    <div class=\"row\">\n        <div class=\"col-lg-8 col-text b-wysiwyg\">\n              <h2 class=\"section__title\">Our mehod<\/h2>\n            <p>PKF Arsilon helps you to structure your assets and define an asset strategy that meets your objectives. Our experts carry out a diagnosis of your situation and support you with objectivity and independence through a long-term action plan.<\/p>\n                                <\/div>\n        <div class=\"col-lg-4 col-img\">\n                    <\/div>\n    <\/div>\n<\/div>\n\n\n<div id=\"\" class=\"s-tabs edito__section container\">\n                    <div class=\"tabs\">\n            <div class=\"tabs__header\">\n                <div class=\"inner-scroll\">\n                                            <button class=\"tabBtn active\" data-target=\"tab1\">Information gathering<\/button>\n                                            <button class=\"tabBtn\" data-target=\"tab2\">2. Independant opinion<\/button>\n                                            <button class=\"tabBtn\" data-target=\"tab3\">3. Implementation<\/button>\n                                            <button class=\"tabBtn\" data-target=\"tab4\">4. Support<\/button>\n                                    <\/div>\n            <\/div>\n            <div class=\"tabs__body\">\n                                                        <div class=\"tab1 tab active\">\n                        <div class=\"row\">\n                            <div class=\"col-lg-8 b-wysiwyg\">\n                                <p>We discuss your personal and professional situation with you in order to help you formalise your financial objectives. This first step is essential to understand each dimension of your asset situation:<\/p>\n<ul>\n<li>Marital status and inheritors<\/li>\n<li>Real estate and financial assets<\/li>\n<li>Budgeting and taxation of income<\/li>\n<li>Retirement Inheritance planning<\/li>\n<\/ul>\n                            <\/div>\n                                                            <div class=\"col-lg-4\">\n                                    <img loading=\"lazy\" decoding=\"async\" width=\"968\" height=\"968\" src=\"https:\/\/pp-pkfarsilon.web.oxv.fr\/wp-content\/uploads\/2021\/06\/illu-carre-968-inge-pat-01.png\" class=\"attachment-full size-full\" alt=\"\" srcset=\"https:\/\/pp-pkfarsilon.web.oxv.fr\/wp-content\/uploads\/2021\/06\/illu-carre-968-inge-pat-01.png 968w, https:\/\/pp-pkfarsilon.web.oxv.fr\/wp-content\/uploads\/2021\/06\/illu-carre-968-inge-pat-01-300x300.png 300w, https:\/\/pp-pkfarsilon.web.oxv.fr\/wp-content\/uploads\/2021\/06\/illu-carre-968-inge-pat-01-150x150.png 150w, https:\/\/pp-pkfarsilon.web.oxv.fr\/wp-content\/uploads\/2021\/06\/illu-carre-968-inge-pat-01-768x768.png 768w\" sizes=\"auto, (max-width: 968px) 100vw, 968px\" \/>                                <\/div>\n                                                    <\/div>\n                    <\/div>\n                                                        <div class=\"tab2 tab\">\n                        <div class=\"row\">\n                            <div class=\"col-lg-8 b-wysiwyg\">\n                                <p>We present you with a diagnosis of your asset situation. This summary, produced by qualified asset management experts, provides a clear and simple overview of your current situation and alerts you to any discrepancies with your objectives:<\/p>\n<ul>\n<li>Unprotected spouse<\/li>\n<li>Lack of liquidity in assets<\/li>\n<li>Burden of taxation and inheritance tax<\/li>\n<li>Loss of income in retirement<\/li>\n<li>Inadequate distribution of assets<\/li>\n<\/ul>\n                            <\/div>\n                                                            <div class=\"col-lg-4\">\n                                    <img loading=\"lazy\" decoding=\"async\" width=\"968\" height=\"968\" src=\"https:\/\/pp-pkfarsilon.web.oxv.fr\/wp-content\/uploads\/2021\/06\/illu-carre-968-inge-pat-02.png\" class=\"attachment-full size-full\" alt=\"\" srcset=\"https:\/\/pp-pkfarsilon.web.oxv.fr\/wp-content\/uploads\/2021\/06\/illu-carre-968-inge-pat-02.png 968w, https:\/\/pp-pkfarsilon.web.oxv.fr\/wp-content\/uploads\/2021\/06\/illu-carre-968-inge-pat-02-300x300.png 300w, https:\/\/pp-pkfarsilon.web.oxv.fr\/wp-content\/uploads\/2021\/06\/illu-carre-968-inge-pat-02-150x150.png 150w, https:\/\/pp-pkfarsilon.web.oxv.fr\/wp-content\/uploads\/2021\/06\/illu-carre-968-inge-pat-02-768x768.png 768w\" sizes=\"auto, (max-width: 968px) 100vw, 968px\" \/>                                <\/div>\n                                                    <\/div>\n                    <\/div>\n                                                        <div class=\"tab3 tab\">\n                        <div class=\"row\">\n                            <div class=\"col-lg-8 b-wysiwyg\">\n                                <p>Together we identify the solutions that fit you in order to remedy the discrepancies found in the diagnosis. The multidisciplinary skills of Arsilon&#8217;s experts allow us to take on legal, coporate, tax and accounting activities:<\/p>\n<ul>\n<li>Adaptation of the marriage contract<\/li>\n<li>Investment and structuring of assets<\/li>\n<li>Allocation of financial assets<\/li>\n<li>Preparation for retirement\/inheritance<\/li>\n<li>Tax optimisation<\/li>\n<\/ul>\n<p>We are also at your side to manage the implementation of solutions that are not within our scope of intervention (e.g. drafting of deeds).<\/p>\n                            <\/div>\n                                                            <div class=\"col-lg-4\">\n                                    <img loading=\"lazy\" decoding=\"async\" width=\"968\" height=\"968\" src=\"https:\/\/pp-pkfarsilon.web.oxv.fr\/wp-content\/uploads\/2021\/06\/illu-carre-968-inge-pat-03.png\" class=\"attachment-full size-full\" alt=\"\" srcset=\"https:\/\/pp-pkfarsilon.web.oxv.fr\/wp-content\/uploads\/2021\/06\/illu-carre-968-inge-pat-03.png 968w, https:\/\/pp-pkfarsilon.web.oxv.fr\/wp-content\/uploads\/2021\/06\/illu-carre-968-inge-pat-03-300x300.png 300w, https:\/\/pp-pkfarsilon.web.oxv.fr\/wp-content\/uploads\/2021\/06\/illu-carre-968-inge-pat-03-150x150.png 150w, https:\/\/pp-pkfarsilon.web.oxv.fr\/wp-content\/uploads\/2021\/06\/illu-carre-968-inge-pat-03-768x768.png 768w\" sizes=\"auto, (max-width: 968px) 100vw, 968px\" \/>                                <\/div>\n                                                    <\/div>\n                    <\/div>\n                                                        <div class=\"tab4 tab\">\n                        <div class=\"row\">\n                            <div class=\"col-lg-8 b-wysiwyg\">\n                                <p>We provide long-term monitoring of the recommended solutions and adapt our recommendations to regulatory and legal developments.<\/p>\n<p>Your advisor is at your disposal to answer your questions and to talk with you regularly to ensure that the solutions put in place are appropriate to your changing situation:<\/p>\n<ul>\n<li>Income tax returns<\/li>\n<li>Accounting and legal monitoring of regulations and obligations<\/li>\n<li>Annual reporting<\/li>\n<\/ul>\n<p>As a PKF Arsilon client, you have access to regular information on regulatory and tax developments.<\/p>\n                            <\/div>\n                                                            <div class=\"col-lg-4\">\n                                    <img loading=\"lazy\" decoding=\"async\" width=\"968\" height=\"968\" src=\"https:\/\/pp-pkfarsilon.web.oxv.fr\/wp-content\/uploads\/2021\/06\/illu-carre-968-inge-pat-04.png\" class=\"attachment-full size-full\" alt=\"\" srcset=\"https:\/\/pp-pkfarsilon.web.oxv.fr\/wp-content\/uploads\/2021\/06\/illu-carre-968-inge-pat-04.png 968w, https:\/\/pp-pkfarsilon.web.oxv.fr\/wp-content\/uploads\/2021\/06\/illu-carre-968-inge-pat-04-300x300.png 300w, https:\/\/pp-pkfarsilon.web.oxv.fr\/wp-content\/uploads\/2021\/06\/illu-carre-968-inge-pat-04-150x150.png 150w, https:\/\/pp-pkfarsilon.web.oxv.fr\/wp-content\/uploads\/2021\/06\/illu-carre-968-inge-pat-04-768x768.png 768w\" sizes=\"auto, (max-width: 968px) 100vw, 968px\" \/>                                <\/div>\n                                                    <\/div>\n                    <\/div>\n                            <\/div>\n        <\/div>\n    <\/div>\n","protected":false},"excerpt":{"rendered":"<p>Taxation, marital status, investment, acquisition, inheritance&#8230; Whatever your life plans, it is essential to ensure that your family interests and those of your business are protected.<\/p>\n","protected":false},"author":11,"featured_media":0,"parent":19066,"menu_order":52,"comment_status":"closed","ping_status":"closed","template":"views\/sub-expertise-inte.blade.php","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-19560","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.3 - 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