A proprietary WELLHERITAGE method
A private and confidential audit that establishes, before any exposure to the market, whether a property is truly ready to be transmitted or sold.
Our conviction
The value of a property can be measured; it does not decide on its own. The real issue is the decision it helps to clarify — preserve, transmit, enhance or dispose of — in the interest of the family, not solely in terms of price.
An exclusive engagement can be an excellent execution tool for a property.
It never replaces the wealth and legal review that precedes the decision.
The method
Each axis is examined before any recommendation, in a single direction: the one that protects the family's value, time and confidentiality.
01
Wealth intent
"What genuine intent underlies this decision?"
Bring to light the underlying reason for the project: family use, succession, joint ownership, international mobility, a need for liquidity, a business sale, reallocation or generational transition.
02
Defensible value
"What price will withstand the scrutiny of an informed buyer?"
Distinguish between the desired price, the listed price, the defensible price, and the one alone capable of generating qualified competition.
03
Probable liquidity
"Who, in reality, can acquire this property?"
Identify buyer profiles, their geographic origins, their intended use, their financial capacity, and the obstacles that could delay the decision.
04
The confidentiality protocol
"What degree of discretion protects both the property and the family?"
Determine the level of exposure — invisible, selective or controlled — that preserves the asset, the family and the price.
05
Documentary clarity
"Does the file inspire, from the very first glance, the confidence the asset demands?"
Organize the available information and gather the essential documents before any presentation.
06
Ownership coherence
"Can the property's ownership be presented without the slightest grey area?"
Identify the points to have validated by your qualified advisors: joint ownership, third-party rights, liens, leases, holding structures, succession or family governance.
07
Technical preparation
"Does the property, as it stands, match the documents, plans and permits that accompany it?"
Determine the checks to entrust to qualified experts: works, surface areas, outbuildings, annexes, compliance, permits and any constraints.
08
The cost of ownership
"Does the property still deliver, relative to its real cost, the service the family expects?"
Weigh the property's actual use against its costs of upkeep, security, works, taxation, management and availability.
09
Wealth scenarios
"Preserve, enhance, transmit, lease, sell or reallocate — which path truly serves the family?"
Clarify each possible option, without ever substituting for the notary, the lawyer or the tax advisor.
10
The execution protocol
"If a transaction is undertaken, how can its price, timing and confidentiality be preserved?"
Establish an ordered action plan: preparation, timeline, data room, market narrative, qualification, channels, coordination and criteria for any subsequent engagement.
What you receive
The Les 10 Préalables™ engagement does not end with a verbal opinion. It concludes with documents you can review, share with your advisors and use to decide. Each deliverable can be ordered on its own or as part of the full engagement; the exact scope and fees are always confirmed in writing before any work begins.
01
An executive summary of the question at hand, the stakes, the priority risks and the decision options.
From €390 incl. VAT
02
A simple three-level management tool:
From €1,500 incl. VAT
03
An analysis of value, demand, liquidity, the level of confidentiality and the relevant scenarios.
From €1,800 incl. VAT
04
An ordered action plan: what must be done now, what must be validated by your advisors, and what can be considered within 30, 60 or 90 days.
From €690 incl. VAT
Scope of engagement
WELLHERITAGE never substitutes for regulated professions. Our engagement is at no point:
Our role is limited to identifying the questions that matter, ordering them by their true priority, and enabling the family and its advisors to decide with full knowledge of the facts.
15 minutes, complimentary. No valuation or written opinion. No obligation to entrust a subsequent engagement.
contact@wellheritage.com · 66 avenue des Champs-Élysées, 75008 Paris