Marie Lambert Sàrl provides advisory services for estate and wealth-transfer planning and supports the implementation of the necessary legal and fiscal measures. The firm develops succession strategies, coordinates notaries and partner experts, offers training for wealth professionals and integrates a legaltech tool to model inheritances.
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Succession planning advice for families with assets or heirs in France and Switzerland, with asset diagnostics, civil and tax analysis, succession plan and implementation coordination.
Support for succession implementation and coordination
Implementation of succession decisions, coordination with notaries, lawyers and partners, drafting and formalisation of documents, and administrative and legal follow-up.
Training in Franco-Swiss succession advisory
Certified SAQ training for wealth advisors, private bankers, lawyers and insurers, with modules on matrimonial law, succession strategy and taxation, and private international law.
Succession advisory software (AKEYS)
Integrated software to generate organisational charts, systematise the collection of family information and, during appointments, identify legal points of attention based on an up-to-date legal database.
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