What is Mediation Wealth?
Patrimonial The Ombudsman is an independent professional financial organization. It is a generalist who practices professional services. It is usually required for 5 common types of missions wealth management :
A. The briefing and gracious individuals and companies on their main legacy projects and 5 projects commonly include:
- Evaluation of assets and liabilities
- Creation of a heritage
- Managing all types of goods
- Research income schedules and additional
- Transmission assets to beneficiaries or third parties identified
B. The prescription of solutions, the business heart of Ombudsman Patrimonial.
C. Establishing a relationship, choice, and no dichotomy, with certified professionals : realtors, insurers, lawyers, bankers, credit managers, accountants, managers, surveyors, bailiffs, contractors, quantity surveyors, lawyers, NGOs, government agencies, companies …
D. The accompanying negotiations.
E. The monitoring operations performed well and writing:
- View of values,
- Synthesis,
- Various administrative documents.
Do not confuse activity of patrimonial mediation, conducted by an ombudsman Patrimonial with those of :
- “heritage mediators” involved a restrictive cultural property: art, monuments, forests.
- “mediators heritage, often lawyers, who address different and the only other disputes, most often family.
- “Advisors Wealth Management” which employees or “independent” prescribing solutions and products for financial institutions to which they are linked by interests as legitimate as personal.
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