Cabinet Francis PETAIN
Welcome to the Cabinet Francis PETAIN's website
The Francis PETAIN Cabinet : an international experience to your service since 1979 and dedicated to the success of your objectives.
The complexity of the management of the budget, the investments, the financing of projects, transmissions of heritage and holdings as well as the misunderstanding of the fiscal advantages, the implementation of these last ones or still the multitude of legislative texts which it is necessary to study in detail can only encourage the private individual to call for an administrator of wealth management.
Our profession consists in establishing a patrimonial balance sheet and/or assessment taking into account characteristics of the person, his(her) family, its economic and professional situation and especially its patrimonial aims to optimize all the aforesaid criteria according to the wanted objectives.
But our profession it is also: a personalized contact, the sense of the listening and especially the know-how of the good questions to pose.
Our master's degree of the financial tools, our detailed knowledge of all the fiscal parameters but also our collaboration with specialized partners are major assets in the fulfillment of the aspiration of our customers.
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The private assets management is a "general practitioner's" profession. The optimization of the couple profitability / risk, financial streams or still the transmission of heritage and/or holdings and the successions but also the real-estate défiscalisation are there only some aspects. Our office also processes services all additional some of the others as for example: the transfers, the acquisitions and the transmissions of companies and societies, the negotiations about companies, licensing agreements, international operations, or still organization of conferences and international financial and economic forums...
Concerning the international, we are specialists, among others, of the management of the British expatriated in France.
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