\u00abAlexis, my father, owned buildings in France, a consulting firm in Germany, and accounts in Singapore. Today, my brothers and I no longer speak to each other, the tax authorities are demanding penalties, and the notary seems overwhelmed by the joint ownership. How can we get out of this impasse without destroying everything?\u00bb<\/p>\n\n\n\n
A complex succession<\/strong> It's not just a matter of figures or large sums. It's a crossroads where civil law, international taxation, corporate governance structures, and, above all, the human element intersect. In these moments of vulnerability, the wealth management<\/a><\/strong> The traditional approach is no longer sufficient. It must give way to true precision engineering.<\/p>\n\n\n\n At the house of Balmont Conseil<\/strong>, we made some complex successions<\/strong> our core business. To meet these challenges, I combine my expertise in\u2019Wealth Engineer<\/strong> to the power of a AI CGP super trained<\/strong>. This synergy allows us to model thousands of scenarios, scan cross-laws and propose liquidation or anticipation solutions that the human mind alone would take months to conceive.<\/p>\n\n\n\n An inheritance is defined as "complex" when it presents legal, tax, or relational obstacles that prevent a smooth and amicable settlement. Unlike a "simple" inheritance (bank accounts and primary residence in France), the complexity often arises from four factors:<\/p>\n\n\n\n A heritage comprised of real estate<\/strong> atypical assets (historical monuments, forests, apartment buildings in poor condition), shares in unlisted companies, or financial investments<\/strong> sophisticated (Private Equity, trusts) requires a property valuation<\/strong> extremely rigorous to avoid any tax reassessment.<\/p>\n\n\n\n As soon as an heir resides abroad or an asset is located outside national borders, we enter the realm of international jurisdictions<\/strong>. The European regulation on successions or bilateral tax treaties then become the focus of the case.<\/p>\n\n\n\n Blended families, heirs<\/strong> vulnerable or chronic disagreements between siblings often transform the distribution of inheritances<\/strong> on the battlefield. The\u2019undivided inheritance<\/strong> It then becomes a trap where the heritage withers away due to lack of management.<\/p>\n\n\n\n The transfer of a family business raises governance issues. Without a Dutreil pact<\/a><\/strong> or a strategy of inheritance<\/strong> prepared, the inheritance rights<\/strong> can force the sale of the means of production, thereby destroying decades of value creation.<\/p>\n\n\n\n The blocking of an inheritance is rarely a matter of chance. It often results from a inheritance planning<\/strong> insufficient or the accumulation of friction factors.<\/p>\n\n\n\n Faced with complex succession<\/strong>, One area of expertise alone is not enough. At Balmont Conseil, we act as the conductor of your orchestra. consulting firm<\/strong>, coordinating the various stakeholders:<\/p>\n\n\n\n1. What is a complex succession?<\/strong><\/h2>\n\n\n\n
The nature of the assets under management<\/strong><\/h3>\n\n\n\n
The international dimension<\/strong><\/h3>\n\n\n\n
The family structure<\/strong><\/h3>\n\n\n\n
Professional stakes<\/strong><\/h3>\n\n\n\n
2. The major causes of deadlock and joint ownership<\/strong><\/h2>\n\n\n\n
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3. The role of professionals: An ecosystem of skills<\/strong><\/h2>\n\n\n\n