Before any decision
Private Real Estate Arbitration Audit
Before a valuable property is exposed to a market, placed in joint ownership, transferred or sold, WELLHERITAGE clarifies upfront what the situation actually calls for — no automatic appraisal, no commercial pressure, no obligation of engagement.
Qualify your project in complete confidentiality — before making the property visible on a market, decide with full knowledge of the facts.
Qualify My Project ConfidentiallyYou remain your client's trusted advisor. WELLHERITAGE provides, on your introduction, complementary operational real estate insight.
Raise a Client SituationFor which situations
An audit that matters before a decision, never after
WELLHERITAGE steps in whenever a real estate wealth question arises, before it becomes urgent:
- An inheritance, joint ownership, or lifetime gift-partition involving a valuable property
- A reflection on preserving, transferring, or selling a family property
- A matter with a France–Italy dimension (residence, inheritance, or cross-border acquisition)
- A property that is hard to position on the market: historic, atypical, or carrying strong emotional value
- A wealth acquisition being considered, before the project is formalized
- A disagreement or hesitation among heirs or partners over the future of an asset
The scope
What the audit examines
The property's real function
What the property actually represents today within the estate and the family project — beyond its stated value.
The relevant scenarios
Preserve, enhance, transfer, sell, or acquire: the options genuinely available, with no preconceptions.
The factors weighing on the decision
What can affect the depth of the process, the timeline, and the level of confidentiality required.
The prerequisites to clarify
The points to clarify before any engagement or exposing the property to a market.
The framework
What the audit does not do
- It does not deliver an automatic figure-based appraisal
- It comes with no commercial pressure
- It commits you to no engagement, nor to putting the property on a market
- It never exposes the property until the family has decided
The audit precedes the decision. It never rushes it.
The process
Deliverables and Engagement Framework
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1
Confidential qualification consultation
15 minutes, complimentary
A strictly confidential exchange to qualify your situation. No appraisal or written opinion at this stage.
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2
Advisory engagement, if relevant
Formalized by a letter of engagement
If an in-depth audit is warranted, its scope and fees are determined in writing before any intervention. Indicative rates starting at €390 incl. tax.
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3
Findings
Concise arbitration note
The possible scenarios and the decisions ahead, presented without jargon or pressure.
Who requests this audit
Relevant profiles
Property-owning families
Facing a decision to preserve, transfer, or sell a valuable property.
Notaries
On inheritance or gift matters where the real estate dimension deserves additional insight.
Wealth attorneys and tax advisors
When a real estate arbitration conditions the wealth or tax strategy of the matter.
Private banks and family offices
For operational real estate insight, complementing the overall wealth allocation.
Architects and wealth managers
When a property requires arbitration before any enhancement or renovation project.
You remain, in every case, your client's trusted advisor. WELLHERITAGE engages exclusively on your introduction or the family's.
Frequently asked questions
What to know before requesting the audit
How is confidentiality guaranteed?
Every exchange is strictly confidential. The property is never presented to a third party, nor exposed on a market, until the family has explicitly decided to do so.
Does the consultation lead to an engagement?
No. The qualification consultation commits you to nothing. An engagement only follows, if applicable, a separate advisory mission and a free decision by the family.
Is this a property appraisal?
No. The audit does not deliver an automatic figure-based value. It clarifies the property's function and the relevant scenarios before any question of price.
How is a more in-depth engagement billed?
The 15-minute consultation is complimentary. If an advisory engagement is undertaken, its scope and fees are set in writing before any intervention — starting at €390 incl. tax depending on the complexity of the matter.
Do you operate outside France?
Yes, notably along the France–Italy axis (Paris, Rome, Milan, Venice, Florence, Capri), for matters with a cross-border dimension.
Next step
Qualify Your Project
These few details help us prepare a relevant confidential consultation, with no obligation on your part.
Prefer to reach us directly?
No form needed — a call or a message is enough to arrange your confidential consultation.
contact@wellheritage.com · 66 avenue des Champs-Élysées, 75008 Paris