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Technical Expertises

Personal Asset Management

Make the right decisions in the short, medium and long term.

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Taxation, marital status, investment, acquisition, inheritance… Whatever your life plans, it is essential to ensure that your family interests and those of your business are protected.

Taxation, marital status, investment, acquisition, inheritance… 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

Enhancing the value of your assets starts with a strategy

Your contacts

Qualified asset management experts to support you

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Our value lies in the advice we offer independently and through a detailed knowledge of the needs of the managers we support.

Photo-Guillemetz-David
David Guillemetz
Personal Asset Management Partner – PKF Arsilon

Our beliefs

Trained specialists

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.

Independent advice

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.

A local relationship

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.

Our mehod

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.

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:

  • Marital status and inheritors
  • Real estate and financial assets
  • Budgeting and taxation of income
  • Retirement Inheritance planning

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:

  • Unprotected spouse
  • Lack of liquidity in assets
  • Burden of taxation and inheritance tax
  • Loss of income in retirement
  • Inadequate distribution of assets

Together we identify the solutions that fit you in order to remedy the discrepancies found in the diagnosis. The multidisciplinary skills of Arsilon’s experts allow us to take on legal, coporate, tax and accounting activities:

  • Adaptation of the marriage contract
  • Investment and structuring of assets
  • Allocation of financial assets
  • Preparation for retirement/inheritance
  • Tax optimisation

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).

We provide long-term monitoring of the recommended solutions and adapt our recommendations to regulatory and legal developments.

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:

  • Income tax returns
  • Accounting and legal monitoring of regulations and obligations
  • Annual reporting

As a PKF Arsilon client, you have access to regular information on regulatory and tax developments.

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