Mediation Wealth

What is Mediation Wealth?

Patrimonial The Ombudsman is an independent professional of any financial institution. It is a generalist who practices professional services. It is usually required for five common types of missions:

A. The prior information and gracious individuals and companies on their main legacy projects and commonly five projects:

1. evaluation of assets and liabilities
2. creation of a Heritage
3. management of all types of property
4. search for additional income and annexes
5. delivery of property to heirs or others identified

B. Prescribing solutions, the heart of the Patrimonial Ombudsman profession.

C. Linking, choice, and no dichotomy, with certified professionals:
real estate agents, insurers, lawyers, bankers, credit managers, accountants, managers, surveyors, bailiffs, contractors, quantity surveyors, solicitors, NGOs, government agencies, companies ...

D. The support in the negotiations.

E. Monitoring of operations performed well and writing:
1. view of values,
2. summary reports,
3. variety of administrative documents.

Not to be confused patrimonial mediation activities carried out by a Patrimonial with those of the Ombudsman:

1. "Heritage mediators" involved a restrictive cultural property: art, historical monuments, forests.

2. "Mediators heritage", often lawyers, who are looking at different and the only other disputes, most often family.

3. "Wealth management advisors" that employees or "independent" prescribing solutions and products for financial institutions to which they are linked by personal interests as legitimate.