Court Decisions
Sep 28, 2026
360 Approach • Component 06
Sell
Sell
your property.
Many clients were asking us for a comprehensive analysis of their financial situation, in order to identify areas that could be optimized, reorganized, or secured—particularly from a tax perspective. Until now, we tended to refer them to outside professionals; however, the resulting level of satisfaction was often below expectations. We now offer a multi-disciplinary wealth assessment that helps clients understand the benefits of, for example, selling their property. In addition, we connect them with partners who specialize in these areas.
Why Choose Us?
We realized that we had all the necessary strengths to provide high-quality support: in-depth expertise in legal matters, detailed knowledge of tax law, and a nuanced understanding of our clients’ situations gained through ten years of experience. However, a comprehensive wealth management approach also requires the involvement of specialized partners.
The Two Steps
Step 1
The Balance Sheet
Our advisory services always begin with a comprehensive wealth assessment, conducted with a resolutely cross-disciplinary approach. This assessment draws on all the necessary areas of expertise: our own, as attorneys; that of our partner firm, the accounting firm ACOFI; that of our notary partner; as well as the analysis provided by our wealth management advisory partners. This multidisciplinary approach enables us to develop a high-quality assessment that comprehensively addresses every aspect of the client’s situation.
Step 2
Implementation
Following this assessment, the client will have a detailed technical evaluation of the potential benefits of selling their property. Should they decide to proceed, we will be able to introduce them to qualified partners to assist with the sale.
- Presentation to professionals in the secondary market
- Follow up with the client on the progress of the project
- Assistance with the sale at the notary's office
Our Partners
Joubeau Wealth Management
A law firm highly specialized in wealth management. It operates through a subsidiary dedicated to wealth restructuring. Its expertise in wealth management consulting complements our legal approach.
Accounting Firm Subsidiary
For financial and accounting analysis of assets, assessment of their actual profitability, and optimization of the investor's accounting.
Notary's office
For property transfers, gifts, estate planning, and real estate taxation.
FAQ
Frequently Asked Questions
Why should you have your financial assets assessed by Goethe Avocats rather than by a traditional wealth management advisor?
A traditional financial advisor lacks the specific knowledge of managed real estate and the expertise in litigation tools. The assessment offered by Goethe Avocats is conducted in a cross-disciplinary manner, involving an attorney, a certified public accountant, a notary, and a wealth management specialist, all working together on your case. It is this comprehensive approach and this collaboration that make all the difference.
Is a net worth statement useful even if I don't have any ongoing legal disputes?
Yes. A multi-disciplinary asset assessment is useful even in the absence of any dispute to analyze whether it is advisable to sell or keep a property, optimize the tax implications of ownership, plan for estate succession, or restructure debt. Many clients contact us directly for this service.
What is the Joubeau firm?
Joubeau is a law firm highly specialized in wealth management. It operates through a subsidiary dedicated to wealth restructuring, in partnership with Goethe Avocats. Its expertise in wealth management consulting complements our legal and litigation practice.
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Let's analyze your net worth
as a whole.
Lawyers, certified public accountants, notaries, and wealth managers—all working together toward a single, cross-disciplinary vision.