OFFICE OUR EXPERTISE PRACTICAL INFORMATION CLIENT AREA CONTACT US Home / Our expertise / Wealth management Wealth management To preserve your heritage, seek the recommendations of the Compagnie Fiduciaire Grésivaudan. As a manager, do you care about the stability of your assets? Very well established in Isère (38) and Savoie (73), your accounting firm, Compagnie Fiduciaire Grésivaudan, offers you the benefit of its wealth management advice. Whatever your status, make an appointment at one of its 8 branches, in Pontcharra, Allevard, Crolles, Échirolles, Voiron and Le Touvet (38) or in Chambéry and La Rochette (73) in order to project yourself towards the future and anticipate possible difficulties. Our dedicated website Retirement or succession: your firm has the solution! Are you wondering how to protect your spouse or prepare for retirement? What strategy to adopt for your remuneration (salary, dividends, etc.)? How to organize your succession? To get the best answer to these important questions, a balance sheet with your accountant is essential! This meeting will be an opportunity for you, business manager, to discuss with confidence your life projects, your financial situation, the possible acquisition of business real estate, the transfer of your company, your plans. retirement savings, etc. Analysis, expertise and follow-up: with this credo in mind, your accountant will make targeted recommendations, discuss the various tax management mechanisms that may concern you, while alerting you to specific needs related to retirement and inheritance. , etc. Your accountant can thus tempt you for a donation to the last of the living, the drafting of a beneficiary clause or your will. As advice, he will detail the legal and tax consequences of your choices. With full confidence, the Compagnie Fiduciaire Grésivaudan is committed to guaranteeing the sustainability of your assets! To preserve your heritage, trust the teams of the Compagnie Fiduciaire Grésivaudan in Isère (in Pontcharra, Allevard, Crolles, Échirolles, Voiron, Le Touvet) or in Savoie (in Chambéry and La Rochette). Contact on 04 76 97 31 23 or by our form. Share this article OUR OTHER AREAS OF EXPERTISE Chartered accountant, Taxation Statutory Auditors Legal HR and Payroll Training Support, creation, business takeover Liberal professions Judicial expertise YOU KNOW IT ? Rental aid: a new support system for businesses 12/01/2021 Aid intended to offset the rental expenses paid by certain businesses which were forced to close their doors between February and May 2021 due to the health crisis has just been (...) To easily set up a payroll savings plan in your company 12/01/2021 Companies with fewer than 50 employees can join, via a unilateral document drawn up by the employer, a employee savings plan established by an approved branch agreement. The Egalim 2 law to the aid of farmers' remuneration 11/30/2021 In order to preserve farmers' income, the Egalim 2 law, recently adopted by the public authorities, requires the drafting of sales contracts for agricultural products between a producer and his (...) Keep in touch with business news. The main information and our advice every week by email. I subscribe to the newsletter for free Partners and Heritage Subscribe to newsletter Administration Sitemap Legal notices and GDPR © 2020 - 2021 Les Echos Publishing