About
About
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Who are we
The CEO, Barthélemy BARTHELET, holds the Higher Diploma of Notary.
After ten years as a Legal Consultant in Wealth Law at CRIDON in Lyon, he currently heads the Wealth Management Firm "BARTHELET et associés".
Through his professional background, wealth management, including that of minors and protected adults, settlement of estates, processing of life insurance, gifts, matrimonial regimes or even joint ownership, sharing and registration taxation are all areas of predilection.
He also provides training for various specialist institutes (INAFON, INFN, etc.) and universities (LYON III, UCLY) and participates in writing articles for legal publishers (LexisNexis, etc.).
Member of the Scientific Committee of the NOTALIS notarial network
The DG, Cecile GUBILO ROCHE, holds the 3rd cycle DU in Heritage Engineering for Business Leaders (AUREP).
She has been supporting individuals, liberal professions and business leaders for almost 15 years in the organization and management of their assets.
She also provides training for various specialist institutes such as BSB and Carrel.
She previously headed the C'Patrimonial firm.
Some of our publications...
Usufruct of the capitalization contract: existence and rights of the usufructuary, JCP N, 2023
The PEA since the Pacte law, JCP N & DO News, 2020
The capitalization contract, an effective heritage tool, JCP N 2020
