Legal Statements
- Assistance in the preparation of income tax returns.
- Assistance in drawing up wealth tax returns.
- Social declarations of the particular employer of home staff.
Heritage Analysis
- Wealth and lifestyle analysis
- Calculation of savings capacity.
- Accompaniment in the succession approach.
Administrative Support
- Relations with the insurance companies.
- Resolution of small current disputes (owner, tenant, credit).
- Mail handling (opening, sorting, preparing answers).
- Writing and typing mail.
- Preparing quotes and comparatives.
- Document management (filing, filing).
Assistance to the management of personal finances
- Relations with banks
- Contracts in progress.
- Career Reconstruction for Retirement.