You own a fairly substantial estate and you would like it to be managed optimally. Have you thought about entrusting its management to a fiduciary company?

Definition of the term “fiduciary”

The word “fiduciary” comes from “fiducie” derived from Latin “fiducia” which means “trust”. The term “fiduciary” therefore designates something that is based on trust.

Let’s take the example of fiduciary money represented by banknotes and coins. In itself, the intrinsic value of a 500€ note is a few cents.

Indeed, the production and resources necessary for a banknote cost virtually nothing. However, the trust we have in our money means that with a 500€ note we can acquire a good worth 500€.

This trust relationship is the basis of a fiduciary system.

What is the role of a fiduciary company?

A fiduciary company is also based on a principle of trust. More precisely, it is a company to which we entrust the management of our assets. The assets can consist of various elements: real estate, investment funds, movable property, stock portfolio, etc. In this sense, an offshore company makes perfect sense for managing your assets through tax optimization.

In other words, you grant a mandate to the fiduciary company so that it manages your various assets, investments and placements in the medium or long term. According to this mandate, the company can intervene at different levels: accounting, opening and closing of banking products, domiciliation…

Thanks to a fiduciary company, the income from your assets will be optimized and conversely the fees and particularly the taxation, will be reduced to the maximum.