Wealth Inventory 

With the Inventory and the final devolution of your estate, your last wishes matter most. By creating a clear portrait of your situation, our financial planners provide a customized service that helps you take advantage of a set of solutions tailored to your needs. Naturally, we ensure that your estate is divided as per your wishes.

A service provided by LAFOND PLANIFICATION


The Family

The family unit can be a major source of conflict for a family company. On the one hand, the successor for the top job is most likely to be a family member, while on the other hand family members’ interests and objectives can be divergent.