SECURING YOUR PROJECT
Real estate expertise
Understand, secure and enhance your real estate assets
The valuation of one's real estate assets often raises complex questions: inheritance, joint ownership, dismemberment, taxation, urban planning, etc. These topics can quickly become a source of worry or costly mistakes.
Our mission: to help you understand, secure and enhance your assets, with confidence.
Our expertise is based on solid experience in real estate law – acquired as a former notary – extended by certified training in real estate valuation, and a precise knowledge of the sector, from Mougins to Grasse, via Châteauneuf, Opio and the surrounding areas.
Each study is insured, enforceable, and designed to meet the specific challenges of your situation.
Expertise adapted to each real estate project
We work on a wide variety of real estate situations, often complex, always strategic. Each mission is carried out with precision, pedagogy, and commitment, to help you make the right decisions.
As former public officers, we place ethics and integrity at the heart of our actions.
Inheritance & joint ownership
- Valuation of property in the context of an inheritance explore our expertise
- Sale in joint ownership, reuse of funds and management of the dismemberment explore our expertise
Taxation & Wealth
- Asset inventory for IFI declaration explore our expertise
- Compliance and taxation of a seasonal rental project explore our expertise
Urban planning and land development
- Feasibility study for parcel division explore our expertise
- Analysis of building rights and compliance of a property explore our expertise
Investment & Rental
- Evaluation of the rental potential of a construction or renovation project explore our expertise
- Strategic support for short or medium-term rental projects explore our expertise
Real estate development
- Study, representation and negotiation of a real estate development project explore our expertise
Legal and field expertise, at the service of your real estate projects
Our expertise cannot be improvised: it is based on solid experience in real estate law, acquired as a former notary, and reinforced by certified training in real estate valuation, validated by recognized organizations. Each assignment is covered by dedicated professional insurance, guaranteeing the reliability, enforceability and security of our analyses.
But beyond technical skills, we use a detailed knowledge of the territory : from Mougins to Grasse, via Châteauneuf, Opio, Le Rouret or Valbonne, we master the local specificities, urban planning rules, heritage issues and market dynamics.
We support a demanding clientele — owners of land, complex investments, exceptional properties, or assets subject to regulatory or tax constraints — with a tailor-made, confidential and committed approach.
All our areas of real estate expertise
URBAN PLANNING & LAND DEVELOPMENT
Analysis of building rights and compliance of a property
Verification of building rights, study of areas on the property (red, natural, etc.), easements and regularization of administrative situations to secure your project: formalities, request for certificates, validation of legal cases with the urban planning department.
Results : Clarification of building rights, feasibility of the elevation project, feasibility of re-construction of red zone, compliance plan, pre-validation or urban planning service agreement
INHERITANCE & INDIVISION
Valuation of assets in the context of an inheritance
Support in estimating the value of the real estate to be transferred, in full transparency and compliance. This estimate is used for the calculation of inheritance tax.
Results : Value opinion, detailed and reasoned report, enforceable study, advice on inheritance issues (compliance, joint ownership, partition, etc.)
TAXATION & WEALTH
Asset inventory for IFI declaration
Complete analysis of real estate assets for a fair and optimized Real Estate Wealth Tax return.
Results : detailed asset valuation report, enforceability certificate for tax authorities, regularisation plan, compliance plan
URBAN PLANNING & LAND DEVELOPMENT
Parcel division study and land valuation
Identification of the possibilities of dividing a plot of land or a property, in connection with local urban planning rules. Field expertise to identify the potential for division of a property and maximize its value.
Results : Division plan, easement plan, Notice of value for each new parcel, implementation plan with the notary and urban planning services
INHERITANCE & INDIVISION
Joint sale, optimisation of funds and management of dismemberment
Expertise in complex sales to protect the interests of each party and enhance the value of the assets: analysis of the rights of each party (full ownership, usufruct, bare ownership), calculation of the reuse of funds according to tax and civil rules, deferral of the joint ownership to a future purchase, etc.
Results : Complete expert report, Simulation of the distribution of funds, Explanatory note on the tax and patrimonial impacts, personalized recommendations for the future: investment, donation, reuse, etc.
INVESTMENT & RENTAL
Assessing the rental potential of a construction or renovation project
Before investing or renovating, it is essential to know the real rental potential of a property. We carry out a complete study taking into account the local market, the type of rental (seasonal, furnished, long-term), charges, taxation and regulatory constraints. We specify the taxation according to the client's residence: France, EU or outside the EU.
Results : Rental profitability study (scenarios and forecasts), Analysis of charges, taxation and obligations, Strategic recommendations according to the profile of the property and the project.
TAXATION & WEALTH
Compliance and taxation of a seasonal rental project
Seasonal rentals are subject to specific rules: authorisations, taxation, declaration, local regulations, etc. We support you to secure your project and avoid mistakes or sanctions.
Results: Regulatory compliance audit (urban planning, co-ownership, authorisations), Personalised tax analysis (regime, obligations, declarations), plan to launch or regularise the activity.
REAL ESTATE DEVELOPMENT
Study, representation and negotiation of a real estate development project
Real estate development projects require a strategic, legal and local vision. We intervene from the feasibility study, to the representation with the local authorities and the negotiation with the developers. We look for you and obtain from the developers a fair price and a secure and optimized assembly for your situation.
📄 Results: Feasibility study and land valuation, urban planning certificates, technical and legal representation with stakeholders,negotiations with promising candidates, analysis and securing of offers.
EXPERTISE GUIDED BY
ethics and a sense of duty
As former public service officers, we place ethics at the heart of our practice.
Our mission: to protect the interests of all, and in particular those of the most vulnerable - heirs in difficulty, families in joint ownership, single owners or investors facing complex situations.
Each appraisal is carried out with rigour, neutrality and benevolence, with respect for people and wealth issues.
NEED SUPPORT?
Contact us
By phone or via this form, describing your project and the time slots at which we can call you back.
Don't be alone in the face of complexity: we secure your project with ethics, discretion and commitment.