{"id":749,"date":"2023-09-06T00:48:55","date_gmt":"2023-09-06T00:48:55","guid":{"rendered":"https:\/\/kbftransition.fr\/?page_id=749"},"modified":"2023-11-21T03:08:15","modified_gmt":"2023-11-21T02:08:15","slug":"gestion-patrimoine","status":"publish","type":"page","link":"https:\/\/demos.sancarlos.eu\/kbf-transition\/gestion-patrimoine\/","title":{"rendered":"Gestion du Patrimoine"},"content":{"rendered":"<p>[et_pb_section fb_built=\u00a0\u00bb1&Prime; admin_label=\u00a0\u00bbTest en attente validation\u00a0\u00bb _builder_version=\u00a0\u00bb4.22.2&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb custom_padding=\u00a0\u00bb0.5%||||false|false\u00a0\u00bb top_divider_color=\u00a0\u00bb#666666&Prime; locked=\u00a0\u00bboff\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb custom_padding_phone=\u00a0\u00bb||2%||false|false\u00a0\u00bb custom_padding_last_edited=\u00a0\u00bbon|phone\u00a0\u00bb custom_padding_tablet=\u00a0\u00bb0.5%||||false|false\u00a0\u00bb][et_pb_row custom_padding_last_edited=\u00a0\u00bbon|phone\u00a0\u00bb _builder_version=\u00a0\u00bb4.22.2&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb width=\u00a0\u00bb100%\u00a0\u00bb custom_margin=\u00a0\u00bb1%|auto|1%|auto|false|false\u00a0\u00bb custom_margin_tablet=\u00a0\u00bb1%|auto|1%|auto|false|false\u00a0\u00bb custom_margin_phone=\u00a0\u00bb7%|auto|1%|auto|false|false\u00a0\u00bb custom_margin_last_edited=\u00a0\u00bbon|phone\u00a0\u00bb custom_padding=\u00a0\u00bb1%||0%||false|false\u00a0\u00bb custom_padding_tablet=\u00a0\u00bb1%||0%||false|false\u00a0\u00bb custom_padding_phone=\u00a0\u00bb1%||0%||false|false\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_column type=\u00a0\u00bb4_4&Prime; _builder_version=\u00a0\u00bb4.22.2&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_text _builder_version=\u00a0\u00bb4.23.1&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb header_text_align=\u00a0\u00bbcenter\u00a0\u00bb background_color=\u00a0\u00bbrgba(255,255,255,0.6)\u00a0\u00bb background_enable_image=\u00a0\u00bboff\u00a0\u00bb custom_margin=\u00a0\u00bb||0px||false|false\u00a0\u00bb custom_padding=\u00a0\u00bb1%|10%|0px|5%|false|false\u00a0\u00bb header_line_height_tablet=\u00a0\u00bb\u00a0\u00bb header_line_height_phone=\u00a0\u00bb1.3em\u00a0\u00bb header_line_height_last_edited=\u00a0\u00bbon|phone\u00a0\u00bb header_text_shadow_style=\u00a0\u00bbpreset2&Prime; header_text_shadow_horizontal_length=\u00a0\u00bb0.05em\u00a0\u00bb header_text_shadow_vertical_length=\u00a0\u00bb0.05em\u00a0\u00bb header_text_shadow_color=\u00a0\u00bb#8BCAC2&Prime; border_color_all=\u00a0\u00bbRGBA(255,255,255,0)\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<h1>Gestion du Patrimoine<\/h1>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=\u00a0\u00bb1_3,2_3&Prime; _builder_version=\u00a0\u00bb4.22.2&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb width=\u00a0\u00bb90%\u00a0\u00bb custom_margin=\u00a0\u00bb5px|0px||auto|false|false\u00a0\u00bb custom_padding=\u00a0\u00bb0px|||||\u00a0\u00bb locked=\u00a0\u00bboff\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_column type=\u00a0\u00bb1_3&Prime; _builder_version=\u00a0\u00bb4.22.2&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_text disabled_on=\u00a0\u00bbon|off|off\u00a0\u00bb admin_label=\u00a0\u00bbPrestations propos\u00e9es\u00a0\u00bb _builder_version=\u00a0\u00bb4.23.1&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb text_font_size=\u00a0\u00bb18px\u00a0\u00bb background_enable_color=\u00a0\u00bboff\u00a0\u00bb background_image=\u00a0\u00bbhttps:\/\/demos.sancarlos.eu\/kbf-transition\/wp-content\/uploads\/2023\/07\/ondulation-pastel-min.jpg\u00a0\u00bb background_enable_mask_style=\u00a0\u00bbon\u00a0\u00bb background_mask_style=\u00a0\u00bbhoneycomb\u00a0\u00bb background_mask_aspect_ratio=\u00a0\u00bbsquare\u00a0\u00bb background_mask_size=\u00a0\u00bbcover\u00a0\u00bb background_mask_position=\u00a0\u00bbcenter_left\u00a0\u00bb custom_margin=\u00a0\u00bb3%||||false|false\u00a0\u00bb custom_padding=\u00a0\u00bb7.6%||5%|5%|false|false\u00a0\u00bb animation_style=\u00a0\u00bbslide\u00a0\u00bb animation_duration=\u00a0\u00bb2000ms\u00a0\u00bb custom_css_main_element=\u00a0\u00bbmin-height:400px\u00a0\u00bb border_radii=\u00a0\u00bbon|30px|30px|30px|30px\u00a0\u00bb box_shadow_style=\u00a0\u00bbpreset1&Prime; box_shadow_color=\u00a0\u00bb#0E888C\u00a0\u00bb global_module=\u00a0\u00bb745&Prime; saved_tabs=\u00a0\u00bball\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<h2>Prestations propos\u00e9es<\/h2>\n<p><!-- br--><br \/><a href=\"https:\/\/demos.sancarlos.eu\/kbf-transition\/conseil\/\">Conseil<\/a><\/p>\n<p><a href=\"https:\/\/demos.sancarlos.eu\/kbf-transition\/expertise-comptable\">Expertise comptable<\/a><\/p>\n<p><a href=\"https:\/\/demos.sancarlos.eu\/kbf-transition\/accompagnement\/\">Accompagnement<\/a><\/p>\n<p><a href=\"https:\/\/demos.sancarlos.eu\/kbf-transition\/gestion\/\">Gestion<\/a><\/p>\n<p><a href=\"https:\/\/demos.sancarlos.eu\/kbf-transition\/juridique\/\">Juridique<\/a><\/p>\n<p><a href=\"https:\/\/demos.sancarlos.eu\/kbf-transition\/social\/\">Social<\/a><\/p>\n<p><a href=\"https:\/\/demos.sancarlos.eu\/kbf-transition\/gestion-patrimoine\/\">Gestion du Patrimoine<\/a><\/p>\n<p><a href=\"https:\/\/demos.sancarlos.eu\/kbf-transition\/audit\/\">Audit<\/a><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=\u00a0\u00bb2_3&Prime; _builder_version=\u00a0\u00bb4.22.2&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb background_enable_image=\u00a0\u00bboff\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_text _builder_version=\u00a0\u00bb4.23.1&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb header_2_font_size=\u00a0\u00bb22px\u00a0\u00bb background_color=\u00a0\u00bbrgba(255,255,255,0.6)\u00a0\u00bb background_enable_image=\u00a0\u00bboff\u00a0\u00bb custom_margin=\u00a0\u00bb||0px||false|false\u00a0\u00bb custom_margin_tablet=\u00a0\u00bb||0px||false|false\u00a0\u00bb custom_margin_phone=\u00a0\u00bb-2%||||false|false\u00a0\u00bb custom_margin_last_edited=\u00a0\u00bbon|phone\u00a0\u00bb custom_padding=\u00a0\u00bb1%|10%||5%|false|false\u00a0\u00bb custom_padding_tablet=\u00a0\u00bb1%|10%||5%|false|false\u00a0\u00bb custom_padding_phone=\u00a0\u00bb0%||||false|false\u00a0\u00bb custom_padding_last_edited=\u00a0\u00bbon|phone\u00a0\u00bb header_text_shadow_style=\u00a0\u00bbpreset2&Prime; header_text_shadow_horizontal_length=\u00a0\u00bb0.05em\u00a0\u00bb header_text_shadow_vertical_length=\u00a0\u00bb0.05em\u00a0\u00bb header_text_shadow_color=\u00a0\u00bb#8BCAC2&Prime; border_color_all=\u00a0\u00bbRGBA(255,255,255,0)\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<p>Gr\u00e2ce \u00e0 notre partenaire <strong>moneycare<\/strong>, nous pouvons vous proposer selon vos besoins :<strong><\/strong><\/p>\n<p>[\/et_pb_text][et_pb_image src=\u00a0\u00bbhttps:\/\/demos.sancarlos.eu\/kbf-transition\/wp-content\/uploads\/2023\/09\/moneycare.jpg\u00a0\u00bb alt=\u00a0\u00bblogo moneycare\u00a0\u00bb title_text=\u00a0\u00bbMoneycare\u00a0\u00bb _builder_version=\u00a0\u00bb4.23.1&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb max_width=\u00a0\u00bb100%\u00a0\u00bb module_alignment=\u00a0\u00bbleft\u00a0\u00bb height=\u00a0\u00bb85px\u00a0\u00bb custom_margin=\u00a0\u00bb||11px|||\u00a0\u00bb custom_padding=\u00a0\u00bb|||25%|false|false\u00a0\u00bb custom_padding_tablet=\u00a0\u00bb|||25%|false|false\u00a0\u00bb custom_padding_phone=\u00a0\u00bb|||10%|false|false\u00a0\u00bb custom_padding_last_edited=\u00a0\u00bbon|phone\u00a0\u00bb animation_style=\u00a0\u00bbslide\u00a0\u00bb animation_direction=\u00a0\u00bbbottom\u00a0\u00bb animation_intensity_slide=\u00a0\u00bb9%\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][\/et_pb_image][et_pb_text _builder_version=\u00a0\u00bb4.22.2&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb header_2_font=\u00a0\u00bb||||||||\u00a0\u00bb header_2_text_color=\u00a0\u00bb#0E888C\u00a0\u00bb header_2_font_size=\u00a0\u00bb16px\u00a0\u00bb background_color=\u00a0\u00bbrgba(255,255,255,0.6)\u00a0\u00bb background_enable_image=\u00a0\u00bboff\u00a0\u00bb custom_margin=\u00a0\u00bb||2%||false|false\u00a0\u00bb custom_padding=\u00a0\u00bb1%|10%||5%|false|false\u00a0\u00bb header_text_shadow_style=\u00a0\u00bbpreset2&Prime; header_text_shadow_horizontal_length=\u00a0\u00bb0.05em\u00a0\u00bb header_text_shadow_vertical_length=\u00a0\u00bb0.05em\u00a0\u00bb header_text_shadow_color=\u00a0\u00bb#8BCAC2&Prime; border_color_all=\u00a0\u00bbRGBA(255,255,255,0)\u00a0\u00bb locked=\u00a0\u00bboff\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<h2>Bilan patrimonial global<\/h2>\n<p><span style=\"padding-left: 30px;\"><span><span style=\"color: #f36a96;\">\u279c<\/span>\u00a0 \u00a0 <\/span>Bilan juridique<\/span><br \/><span style=\"padding-left: 30px;\"><span><span style=\"color: #f36a96;\">\u279c<\/span>\u00a0 \u00a0 <\/span>Bilan fiscal<\/span><br \/><span style=\"padding-left: 30px;\"><span><span style=\"color: #f36a96;\">\u279c<\/span>\u00a0 \u00a0 <\/span>Bilan financier<\/span><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00a0\u00bb4.22.2&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb header_2_font=\u00a0\u00bb||||||||\u00a0\u00bb header_2_text_color=\u00a0\u00bb#0E888C\u00a0\u00bb header_2_font_size=\u00a0\u00bb16px\u00a0\u00bb background_color=\u00a0\u00bbrgba(255,255,255,0.6)\u00a0\u00bb background_enable_image=\u00a0\u00bboff\u00a0\u00bb custom_margin=\u00a0\u00bb||2%||false|false\u00a0\u00bb custom_padding=\u00a0\u00bb1%|10%||5%|false|false\u00a0\u00bb header_text_shadow_style=\u00a0\u00bbpreset2&Prime; header_text_shadow_horizontal_length=\u00a0\u00bb0.05em\u00a0\u00bb header_text_shadow_vertical_length=\u00a0\u00bb0.05em\u00a0\u00bb header_text_shadow_color=\u00a0\u00bb#8BCAC2&Prime; border_color_all=\u00a0\u00bbRGBA(255,255,255,0)\u00a0\u00bb locked=\u00a0\u00bboff\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<h2>\u00c9tude successorale<\/h2>\n<p><span style=\"padding-left: 30px;\"><span><span style=\"color: #f36a96;\">\u279c<\/span>\u00a0 \u00a0 <\/span>Pr\u00e9paration \u00e0 la transmission du patrimoine<\/span><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00a0\u00bb4.22.2&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb header_2_font=\u00a0\u00bb||||||||\u00a0\u00bb header_2_text_color=\u00a0\u00bb#0E888C\u00a0\u00bb header_2_font_size=\u00a0\u00bb16px\u00a0\u00bb background_color=\u00a0\u00bbrgba(255,255,255,0.6)\u00a0\u00bb background_enable_image=\u00a0\u00bboff\u00a0\u00bb custom_margin=\u00a0\u00bb||2%||false|false\u00a0\u00bb custom_padding=\u00a0\u00bb1%|10%||5%|false|false\u00a0\u00bb header_text_shadow_style=\u00a0\u00bbpreset2&Prime; header_text_shadow_horizontal_length=\u00a0\u00bb0.05em\u00a0\u00bb header_text_shadow_vertical_length=\u00a0\u00bb0.05em\u00a0\u00bb header_text_shadow_color=\u00a0\u00bb#8BCAC2&Prime; border_color_all=\u00a0\u00bbRGBA(255,255,255,0)\u00a0\u00bb locked=\u00a0\u00bboff\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<h2>Bilan retraite<\/h2>\n<p><span style=\"padding-left: 30px;\"><span><span style=\"color: #f36a96;\">\u279c<\/span>\u00a0 \u00a0 <\/span>Pr\u00e9paration et optimisation de la retraite (rachat de points, retraite facultative)<\/span><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00a0\u00bb4.22.2&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb header_2_font=\u00a0\u00bb||||||||\u00a0\u00bb header_2_text_color=\u00a0\u00bb#0E888C\u00a0\u00bb header_2_font_size=\u00a0\u00bb16px\u00a0\u00bb background_color=\u00a0\u00bbrgba(255,255,255,0.6)\u00a0\u00bb background_enable_image=\u00a0\u00bboff\u00a0\u00bb custom_margin=\u00a0\u00bb||2%||false|false\u00a0\u00bb custom_padding=\u00a0\u00bb1%|10%||5%|false|false\u00a0\u00bb header_text_shadow_style=\u00a0\u00bbpreset2&Prime; header_text_shadow_horizontal_length=\u00a0\u00bb0.05em\u00a0\u00bb header_text_shadow_vertical_length=\u00a0\u00bb0.05em\u00a0\u00bb header_text_shadow_color=\u00a0\u00bb#8BCAC2&Prime; border_color_all=\u00a0\u00bbRGBA(255,255,255,0)\u00a0\u00bb locked=\u00a0\u00bboff\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<h2>Bilan Pr\u00e9voyance<\/h2>\n<p><span style=\"padding-left: 30px;\"><span><span style=\"color: #f36a96;\">\u279c<\/span>\u00a0 \u00a0 <\/span>Etude des garanties en cas de d\u00e9c\u00e8s, invalidit\u00e9, arr\u00eat de travail, mutuelle <\/span><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00a0\u00bb4.22.2&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb header_2_font=\u00a0\u00bb||||||||\u00a0\u00bb header_2_text_color=\u00a0\u00bb#0E888C\u00a0\u00bb header_2_font_size=\u00a0\u00bb16px\u00a0\u00bb background_color=\u00a0\u00bbrgba(255,255,255,0.6)\u00a0\u00bb background_enable_image=\u00a0\u00bboff\u00a0\u00bb custom_margin=\u00a0\u00bb||2%||false|false\u00a0\u00bb custom_padding=\u00a0\u00bb1%|10%||5%|false|false\u00a0\u00bb header_text_shadow_style=\u00a0\u00bbpreset2&Prime; header_text_shadow_horizontal_length=\u00a0\u00bb0.05em\u00a0\u00bb header_text_shadow_vertical_length=\u00a0\u00bb0.05em\u00a0\u00bb header_text_shadow_color=\u00a0\u00bb#8BCAC2&Prime; border_color_all=\u00a0\u00bbRGBA(255,255,255,0)\u00a0\u00bb locked=\u00a0\u00bboff\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<h2>Placements financiers<\/h2>\n<p><span style=\"padding-left: 30px;\"><span><span style=\"color: #f36a96;\">\u279c<\/span>\u00a0 \u00a0 <\/span>Conseil sur les diff\u00e9rents choix d&rsquo;allocations d&rsquo;actifs<\/span>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Gestion du PatrimoinePrestations propos\u00e9es Conseil Expertise comptable Accompagnement Gestion Juridique Social Gestion du Patrimoine Audit Gr\u00e2ce \u00e0 notre partenaire moneycare, nous pouvons vous proposer selon vos besoins :Bilan patrimonial global \u279c\u00a0 \u00a0 Bilan juridique\u279c\u00a0 \u00a0 Bilan fiscal\u279c\u00a0 \u00a0 Bilan financier\u00c9tude successorale \u279c\u00a0 \u00a0 Pr\u00e9paration \u00e0 la transmission du patrimoineBilan retraite \u279c\u00a0 \u00a0 Pr\u00e9paration et optimisation [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_seopress_titles_title":"","_seopress_titles_desc":"","_seopress_robots_index":"","_seopress_robots_follow":"","_seopress_robots_imageindex":"","_seopress_robots_snippet":"","_seopress_robots_primary_cat":"","_seopress_robots_breadcrumbs":"","_seopress_robots_freeze_modified_date":"","_seopress_robots_custom_modified_date":"","_seopress_robots_canonical":"","_seopress_social_fb_title":"","_seopress_social_fb_desc":"","_seopress_social_fb_img":"","_seopress_social_fb_img_attachment_id":0,"_seopress_social_fb_img_width":0,"_seopress_social_fb_img_height":0,"_seopress_social_twitter_title":"","_seopress_social_twitter_desc":"","_seopress_social_twitter_img":"","_seopress_social_twitter_img_attachment_id":0,"_seopress_social_twitter_img_width":0,"_seopress_social_twitter_img_height":0,"_seopress_redirections_value":"","_seopress_redirections_enabled":"","_seopress_redirections_enabled_regex":"","_seopress_redirections_logged_status":"","_seopress_redirections_param":"","_seopress_redirections_type":0,"_seopress_analysis_target_kw":"","_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-749","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/demos.sancarlos.eu\/kbf-transition\/wp-json\/wp\/v2\/pages\/749","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/demos.sancarlos.eu\/kbf-transition\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/demos.sancarlos.eu\/kbf-transition\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/demos.sancarlos.eu\/kbf-transition\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/demos.sancarlos.eu\/kbf-transition\/wp-json\/wp\/v2\/comments?post=749"}],"version-history":[{"count":33,"href":"https:\/\/demos.sancarlos.eu\/kbf-transition\/wp-json\/wp\/v2\/pages\/749\/revisions"}],"predecessor-version":[{"id":1454,"href":"https:\/\/demos.sancarlos.eu\/kbf-transition\/wp-json\/wp\/v2\/pages\/749\/revisions\/1454"}],"wp:attachment":[{"href":"https:\/\/demos.sancarlos.eu\/kbf-transition\/wp-json\/wp\/v2\/media?parent=749"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}