{"id":1596,"date":"2023-11-27T09:01:00","date_gmt":"2023-11-27T08:01:00","guid":{"rendered":"https:\/\/well-phi.com\/?p=1596"},"modified":"2023-11-27T09:14:00","modified_gmt":"2023-11-27T08:14:00","slug":"les-principes-fondamentaux-de-lingenierie-patrimoniale","status":"publish","type":"post","link":"https:\/\/well-phi.com\/index.php\/2023\/11\/27\/les-principes-fondamentaux-de-lingenierie-patrimoniale\/","title":{"rendered":"Les principes fondamentaux de l&rsquo;Ing\u00e9nierie Patrimoniale"},"content":{"rendered":"\n[et_pb_section fb_built=\u00a0\u00bb1&Prime; admin_label=\u00a0\u00bbHero\u00a0\u00bb _builder_version=\u00a0\u00bb4.23.1&Prime; use_background_color_gradient=\u00a0\u00bbon\u00a0\u00bb background_color_gradient_direction=\u00a0\u00bb90deg\u00a0\u00bb background_color_gradient_stops=\u00a0\u00bbrgba(240,242,246,0.5) 0%|rgba(255,255,255,0) 100%\u00a0\u00bb background_color_gradient_start=\u00a0\u00bbrgba(240,242,246,0.5)\u00a0\u00bb background_color_gradient_end=\u00a0\u00bbrgba(255,255,255,0)\u00a0\u00bb custom_margin=\u00a0\u00bb|||\u00a0\u00bb custom_padding=\u00a0\u00bb1vw|0px|1vw|0px|true|false\u00a0\u00bb hover_enabled=\u00a0\u00bb0&Prime; global_colors_info=\u00a0\u00bb{}\u00a0\u00bb sticky_enabled=\u00a0\u00bb0&Prime;][et_pb_row _builder_version=\u00a0\u00bb4.16&Prime; global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_column type=\u00a0\u00bb4_4&Prime; _builder_version=\u00a0\u00bb4.16&Prime; background_color_gradient_direction=\u00a0\u00bb270deg\u00a0\u00bb background_color_gradient_start=\u00a0\u00bb#ffffff\u00a0\u00bb background_color_gradient_end=\u00a0\u00bbrgba(255,255,255,0.8)\u00a0\u00bb custom_padding=\u00a0\u00bb|||\u00a0\u00bb custom_padding_tablet=\u00a0\u00bb|5%||5%||true\u00a0\u00bb custom_padding_phone=\u00a0\u00bb|7%||7%||true\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb custom_padding__hover=\u00a0\u00bb|||\u00a0\u00bb][et_pb_text _builder_version=\u00a0\u00bb4.23.1&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb min_height=\u00a0\u00bb501.7px\u00a0\u00bb custom_padding=\u00a0\u00bb||1px|||\u00a0\u00bb hover_enabled=\u00a0\u00bb0&Prime; global_colors_info=\u00a0\u00bb{}\u00a0\u00bb sticky_enabled=\u00a0\u00bb0&Prime;]<p style=\"text-align: justify;\">Votre famille, vos revenus, vos gains et plus-values, votre patrimoine, votre retraite, votre philosophie de vie, votre r\u00e9sidence en France ou \u00e0 l\u2019international\u2026<\/p>\n<p style=\"text-align: justify;\">Vos investissements, vos d\u00e9veloppements, votre protection, votre gestion, votre diversification, votre transmission, vos ventes, vos r\u00e9investissements et red\u00e9ploiements\u2026<\/p>\n<p style=\"text-align: justify;\">Votre fiscalit\u00e9, votre protection juridique et sociale, votre r\u00e9gime matrimonial\u2026<\/p>\n<p style=\"text-align: justify;\">Votre notaire, votre avocat, votre expert-comptable, vos financements immobiliers et professionnels, le haut de bilan de votre entreprise\u2026<\/p>\n<p style=\"text-align: justify;\">Tous ces aspects sont au c\u0153ur de l<strong>\u2019<span style=\"text-decoration: underline;\"><span style=\"color: #005995;\">Ing\u00e9nierie Patrimoniale<\/span><\/span><\/strong><span style=\"color: #005995;\">\u00a0<\/span>!<\/p>\n<p style=\"text-align: justify;\">Cette discipline permet de<span style=\"color: #005995;\"> <\/span><span style=\"text-decoration: underline;\"><span style=\"color: #005995;\"><strong>r\u00e9pondre \u00e0 de nombreuses probl\u00e9matiques<\/strong><\/span><\/span>, comme :<\/p>\n<ul style=\"text-align: justify;\">\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Comment prot\u00e9ger ma famille\u00a0?<\/li>\n<li>Comment d\u00e9velopper mon patrimoine\u00a0?<\/li>\n<li>Comment sourcer des revenus, faiblement fiscalis\u00e9s\u00a0?<\/li>\n<li>Comment structurer mes investissements immobiliers\u00a0?<\/li>\n<li>Comment organiser mon patrimoine professionnel\u00a0?<\/li>\n<li>Comment transmettre ou vendre mon entreprise\u00a0?<\/li>\n<li>Quel serait le co\u00fbt d\u2019une vente d\u2019un \u00e9l\u00e9ment de mon patrimoine\u00a0?<\/li>\n<li>Comment r\u00e9investir et me red\u00e9ployer\u00a0?<\/li>\n<li>Comment limiter le co\u00fbt de la transmission de mon patrimoine\u00a0?<\/li>\n<li>\u2026et bien d\u2019autres questions encore !<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">Notre <span style=\"text-decoration: underline;\"><span style=\"color: #005995;\"><strong>m\u00e9thodologie de travail<\/strong><\/span><\/span> repose sur :<\/p>\n<ul style=\"text-align: justify;\">\n<li style=\"list-style-type: none;\">\n<ol>\n<li>Un audit patrimonial, afin de r\u00e9aliser un \u00e9tat des lieux, avec vous<\/li>\n<li>La d\u00e9termination d\u2019objectifs patrimoniaux, ensemble<\/li>\n<li>La pr\u00e9conisation de solutions et strat\u00e9gies patrimoniales, adapt\u00e9es \u00e0 vos besoins et vos souhaits<\/li>\n<li>La mise en \u0153uvre des pr\u00e9conisations, avec WELLPHI et\/ou avec vos experts et conseils<\/li>\n<li>Un contact r\u00e9gulier, afin de faire \u00e9voluer votre strat\u00e9gie patrimoniale avec votre vie.<\/li>\n<\/ol>\n<\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><span style=\"color: #005995;\"><strong>Nous sommes convaincus que ces \u00e9changes nourriront vos prises de d\u00e9cisions patrimoniales.<\/strong><\/span><br \/><span style=\"color: #005995;\"><strong>Nous serons ravis de d\u00e9ployer notre expertise en ing\u00e9nierie patrimoniale, \u00e0 vos c\u00f4t\u00e9s !<\/strong><\/span><\/p>\n<p style=\"text-align: justify;\">A tr\u00e8s bient\u00f4t\u00a0!<\/p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]\n","protected":false},"excerpt":{"rendered":"<p>Votre famille, vos revenus, vos gains et plus-values, votre patrimoine, votre retraite, votre philosophie de vie, votre r\u00e9sidence en France ou \u00e0 l\u2019international\u2026 Vos investissements, vos d\u00e9veloppements, votre protection, votre gestion, votre diversification, votre transmission, vos ventes, vos r\u00e9investissements et red\u00e9ploiements\u2026 Votre fiscalit\u00e9, votre protection juridique et sociale, votre r\u00e9gime matrimonial\u2026 Votre notaire, votre avocat, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":1578,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[36,26,37,27,35,24,20,34,25,19,23,21,55,49,22],"tags":[],"class_list":["post-1596","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-chef-entreprise","category-entreprise","category-expatrie","category-expertise","category-famille","category-actifs-financiers","category-fiscalite-fiscal-impots-taxes-droits","category-gestion-de-patrimoine","category-immobilier","category-ingenierie-patrimoniale-conseil-gestion-patrimoine","category-investissement-placement-acquisition-gestion-location-cession-financier-immobilier-professionnel","category-droit-civil-societe-societes-affaires-matrimonial","category-philanthropie","category-revenus","category-social-prevoyance-retraite-sante"],"_links":{"self":[{"href":"https:\/\/well-phi.com\/index.php\/wp-json\/wp\/v2\/posts\/1596","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/well-phi.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/well-phi.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/well-phi.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/well-phi.com\/index.php\/wp-json\/wp\/v2\/comments?post=1596"}],"version-history":[{"count":8,"href":"https:\/\/well-phi.com\/index.php\/wp-json\/wp\/v2\/posts\/1596\/revisions"}],"predecessor-version":[{"id":1623,"href":"https:\/\/well-phi.com\/index.php\/wp-json\/wp\/v2\/posts\/1596\/revisions\/1623"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/well-phi.com\/index.php\/wp-json\/wp\/v2\/media\/1578"}],"wp:attachment":[{"href":"https:\/\/well-phi.com\/index.php\/wp-json\/wp\/v2\/media?parent=1596"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/well-phi.com\/index.php\/wp-json\/wp\/v2\/categories?post=1596"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/well-phi.com\/index.php\/wp-json\/wp\/v2\/tags?post=1596"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}