Wealth Management

Jean-Christophe REGA complies with the “Notaire Conseil Patrimonial” charter drafted by the High Council of French Notaries, which you can consult here.
The charter ensures the application of a renowned method for the establishment of patrimonial audit and thus, of the recommendations and the operational accounts.
Our counseling is diverse and adapts to your needs : for instance, we can tackle an anticipatory strategy for the transmission of your goods during your lifetime, or assist you in your will-writing in which we can include a beneficiary clause regarding life insurance.
With his expertise in the areas of civil and fiscal law, his postgraduate diploma in Family Law and his university diploma in Family Estate Law, along with his strong partnership with UNOFI (Union notariale financière, the notarial union for finances), Me Rega is able to advise you with the proficiency of a public officer in terms of estate planning, for the constitution of a patrimony, its optimization or its transmission.