Strategie Patrimoniale

In today’s complex financial environment, developing a robust wealth management strategy is essential to secure and grow your assets. Apex Capital, your trusted ally in wealth management, supports you in this endeavor through our personalized estate assessment service. This comprehensive method is specifically designed to meet your unique needs, taking into account the specific dynamics …

Continue reading “Your wealth assessment”

In the ever-changing financial landscape of France, developing a robust wealth management strategy has become essential to secure, grow, and effectively transfer your assets. Apex Capital, with its recognized expertise and deep market knowledge, stands out as the preferred partner to guide you towards optimal wealth management.   The Essence of Wealth Management Beyond the …

Continue reading “Wealth management”

Preparing for retirement is an essential step to ensure a smooth financial transition and preserve your quality of life during this crucial phase. Good preparation requires not only a thorough understanding of the various sources of income available in retirement but also the implementation of effective saving and investment strategies well in advance. Apex Capital …

Continue reading “Preparing for retirement”

The contribution-sale strategy, governed by Article 150-0 B ter of the French General Tax Code, is a favored tax optimization method for entrepreneurs and investors in shares or equity seeking to sell their titles while benefiting from a deferred taxation on capital gains. This technique involves transferring the titles of a company to a holding …

Continue reading “150 OB TER”

Estate planning is a complex and essential process that requires careful planning to ensure that your assets are distributed according to your wishes while optimizing the tax burden for beneficiaries. Apex Capital guides you through various strategies for effective estate transfer, tailored to French legislation.   Understanding Estate Transfer Estate transfer can take multiple forms, …

Continue reading “Transmitting your wealth”

The distinction between usufruct and bare ownership is a cornerstone of French estate law, enriching the options for asset management and transfer. This legal separation grants one person, called the usufructuary, the right to use a property, while the formal ownership, or bare ownership, belongs to another, the bare owner. Apex Capital delves into the …

Continue reading “Usufruct & Bare Ownership”

Protecting your family is an absolute priority, especially concerning wealth and financial management. Establishing an effective strategy to secure the financial future of your loved ones requires a comprehensive vision that anticipates both unforeseen circumstances and the smooth transmission of your estate. Apex Capital offers precise guidance on protection mechanisms and financial security tailored to …

Continue reading “Protecting your family”