Structuring your investment

Passing down assets in the best conditions for future generations

An easier inheritance with the opportunity to benefit from optimised legal structuring that enables your family to be included before the purchase of the property, which limits the tax friction related to donation and transfer. The splitting of shares is also possible. A little-known lever for reinvestment is the reuse of funds via ARTICLE 150-O B TER of the French General Tax Code, which allows funds from the sale of shares to be reinvested under advantageous tax conditions.

You can expect close monitoring throughout the financial and legal structuring of the project by a team of experts, including notaries, lawyers and wealth management advisors.

At Rising Stone, from acquisition to transfer to future generations, including efficient operation and management, we make every effort to optimise asset performance.

Each client benefits from comprehensive follow-up for their project in terms of notarial, financial, legal and tax engineering, thanks to a team of experts specialised in different fields. This bespoke guidance guarantees that the legal and financial aspects of the investment are perfectly under control, from the acquisition of the property to its future management.