The aim of the ALTHÉMIS Group is to pool and create synergies between the financial, intellectual and human resources of members with a view to promoting and implementing a common philosophy, values and objectives.

intEgratinG AN "ASSET MANAGEMENT" APPROACH IN ALL ASPECTS OF NOTARIAL SERVICES

The vocation and role of notaries is to provide their technical knowledge and offer advice to their clients and to execute essential legal instruments, in particular in the area of family law and real estate law.

Whatever  the purpose, the notary's technical expertise must be accompanied by legal and tax advice: positioning the proposed transaction in a general asset management context and ensuring the necessary interaction and avoiding any contradictions with other present or future objectives.

DEVELOPING HIGH ADDED VALUE TECHNICAL EXPERTISE IN SPECIFIC AREAS

From the outset, in addition to the traditional notarial services, each of the ALTHÉMIS Group's notaries has chosen to develop one or more areas of high added value expertise and technical competences to provide better support to clients for the organisation of their personal and business assets.

  • Specific asset management expertise, including legal and tax input on structuring and organising acquisitions, accompanying growth, transfers and methods of increasing the value of personal and family assets
  • Specific company law expertise, dedicated to families of entrepreneurs and managers to support, in particular, the transfer of their business assets
  • Specific private international law expertise, aimed at French families, where an element of alien status is involved (nationality, property owned abroad, etc.) and non-residents.

This commitment to creativity and delivering added value underlies the creation of an Analysis and Expertise Committee within the ALTHÉMIS Group, with the specific remit of preparing and validating new strategies in a framework of legal certainty => See Analysis and Expertise Committee.


ENHANCING THE QUALITY AND INFORMATIVE ASPECTS OF THE SERVICE PROVIDED TO OUR CLIENTS

Beyond the reactivity and rapidity of the notary in drawing up such instruments, the notary's role also involves taking the time nedded to integrate the necessary safeguards into such instruments and to ensure that the issues and obligations are clearly understood by the various signatories: listening, analysing, suggesting ideas, documentation, collecting and validating documents and transmitting draft documents are just some of the many essential elements that help to increase the quality and informative aspects of the service provided to our clients.

POOLING LOGISTICAL AND TECHNICAL RESOURCES IN ORDER TO RATIONALISE THE MANAGEMENT OF MEMBER OFFICES

The ALTHÉMIS Group is currently focusing above all on putting in place archiving solutions which, in addition to reducing the cost of storing deeds, facilitate access, thereby improving the service provided to clients. This may be extended in line with needs to other areas.

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