Personalised advice to constitute a profitable real estate portfolio 
Banque Patrimoine & Immobilier’s know-how offers efficient solutions to help manage real estate holdings whether to develop, to extend or to optimize them.
The offered options include :
• Personalized advice for expanding and optimizing property holdings.
• Estate planning solutions for tax efficiency and inheritance purposes.
• 100% financing with side investment in multi currency (US$, £).
• Acquiring a property via a French company such as an SCI or an SARL with foreign entity as shareholder.
• Transferring of existing property by selling to new entity (family SCI or SARL).
• Refinancing / Equity release for SCI, SNC or SARL by reimbursing the shareholder’s fund.
French inheritance rules are rather complex and quite restrictive, particularly when it comes to real estate. In certain cases it may be opportune to purchase property through a property investment partnership company such as: SCI (Société Civile Immobilière), SARL (Société à Responsabilité Limitée = limited liability company), SNC (Société en Nom Collectif), SAS (Société par Actions Simplifiée)…etc.
The possibility of requiring French property via a property investment partnership with a foreign entity (such as an American LLC or a Norvegian Stokholder) as shareholder is available provided the entity is a family owned asset company with no commercial activity.
Each case is unique, before starting any investment, optimisation of existing property holdings or estate planning project, it is advisable to contact one of BPI’s advisors in order to discuss the project which will enable the bank to coordinate with the designated notary and / or tax advisor when necessary.
The offered options include :
• Personalized advice for expanding and optimizing property holdings.
• Estate planning solutions for tax efficiency and inheritance purposes.
• 100% financing with side investment in multi currency (US$, £).
• Acquiring a property via a French company such as an SCI or an SARL with foreign entity as shareholder.
• Transferring of existing property by selling to new entity (family SCI or SARL).
• Refinancing / Equity release for SCI, SNC or SARL by reimbursing the shareholder’s fund.
French inheritance rules are rather complex and quite restrictive, particularly when it comes to real estate. In certain cases it may be opportune to purchase property through a property investment partnership company such as: SCI (Société Civile Immobilière), SARL (Société à Responsabilité Limitée = limited liability company), SNC (Société en Nom Collectif), SAS (Société par Actions Simplifiée)…etc.
The possibility of requiring French property via a property investment partnership with a foreign entity (such as an American LLC or a Norvegian Stokholder) as shareholder is available provided the entity is a family owned asset company with no commercial activity.
Each case is unique, before starting any investment, optimisation of existing property holdings or estate planning project, it is advisable to contact one of BPI’s advisors in order to discuss the project which will enable the bank to coordinate with the designated notary and / or tax advisor when necessary.
