Octobre 2013
The reflexes of wealth advisors are adapting to tax changes, but also to civil changes, particularly in family matters, as recent developments have shown.
Bertrand SAVOUURÉ, Althémis Paris notaire, sheds light on this issue.
This study is only available in French.
Althémis Paris
Bertrand SAVOURÉ is a partner Civil Law notary in Paris and Vice-Chairman of the Althémis Group.
He specialises in inheritance planning, the transfer of private estates and the transfer of businesses, within a distinctly international context. He regularly covers these issues at conferences or through articles in specialised journals.
He is scientific co-director of the Revue Fiscale du Patrimoine published by LexisNexis.
He has exercised a number of activities within his profession and in particular he chaired the Interdepartmental Chamber of Notaries of Paris until September 2020.
He was also general rapporteur of the 108th congress of notaries in France on the subject of estate planning in 2012, and he is a member of the Institute of Legal Studies of the Conseil Supérieur du Notariat.
Stéphanie BOHUON
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