{"id":608214,"date":"2025-04-03T15:12:31","date_gmt":"2025-04-03T13:12:31","guid":{"rendered":"https:\/\/www.studio.eklozia.com\/adexiam\/?p=608214"},"modified":"2026-10-01T15:31:33","modified_gmt":"2026-10-01T13:31:33","slug":"bilan-patrimonial","status":"publish","type":"post","link":"https:\/\/www.studio.eklozia.net\/adexiam\/bilan-patrimonial\/","title":{"rendered":"Atelier \/ Chef d\u2019entreprise ou non : l&rsquo;importance du bilan patrimonial"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Ce que vous avez, m\u00e9rite d\u2019\u00eatre structur\u00e9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Votre patrimoine, m\u00eame s\u2019il vous semble \u201csimple\u201d, s\u2019est construit au fil du temps.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udccc Il \u00e9volue avec votre vie personnelle et professionnelle.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udccc Il peut devenir source d\u2019opportunit\u00e9s\u2026 ou de d\u00e9s\u00e9quilibres.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udc49 Faire le point, c\u2019est le premier pas vers une strat\u00e9gie claire et efficace.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Mais au fait c&rsquo;est quoi un bilan patrimonial<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Une photographie compl\u00e8te de votre situation personnelle, familiale, professionnelle et financi\u00e8re pour :<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Identifier vos actifs<\/li>\n\n\n\n<li>D\u00e9celer les risques<\/li>\n\n\n\n<li>D\u00e9finir des objectifs et des pistes d&rsquo;optimisation<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><mark class=\"has-inline-color has-ast-global-color-0-color\">C\u2019est la base de toute strat\u00e9gie patrimoniale.<\/mark><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Quels sont vos objectifs ?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83c\udf93 Financer les \u00e9tudes d\u2019un enfant<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udcbc Prot\u00e9ger votre conjoint<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udcb6 Compl\u00e9ter votre retraite<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83c\udfd6 Acheter une r\u00e9sidence secondaire<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udee1 Optimiser ma transmission<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><mark class=\"has-inline-color has-ast-global-color-0-color\">Un bilan patrimonial, c\u2019est poser les bonnes bases au bon moment.<\/mark><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"has-text-align-center has-medium-font-size wp-block-paragraph\"><mark class=\"has-inline-color has-ast-global-color-7-color\"><strong>On vous explique tout, simplement<\/strong><\/mark><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Comprenez ce que vous avez d\u00e9j\u00e0<\/li>\n\n\n\n<li>D\u00e9finissez vos objectifs<\/li>\n\n\n\n<li>Repartez avec des pistes concr\u00e8tes<\/li>\n<\/ul>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><strong>Pas de jargon. Pas de pression. Juste des cl\u00e9s pour mieux d\u00e9cider.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"1024\" data-id=\"608248\" src=\"https:\/\/www.studio.eklozia.net\/adexiam\/wp-content\/uploads\/2024\/10\/Copie-de-Atelier-transmission-17-10-24-1-1-1.jpgwp-content\/uploads\/2025\/04\/7-1-1024x1024.png\" alt=\"\" class=\"wp-image-608248\" srcset=\"https:\/\/www.studio.eklozia.net\/adexiam\/wp-content\/uploads\/2025\/04\/7-1-1024x1024.png 1024w, https:\/\/www.studio.eklozia.net\/adexiam\/wp-content\/uploads\/2025\/04\/7-1-150x150.png 150w, https:\/\/www.studio.eklozia.net\/adexiam\/wp-content\/uploads\/2025\/04\/7-1-300x300.png 300w, https:\/\/www.studio.eklozia.net\/adexiam\/wp-content\/uploads\/2025\/04\/7-1-768x768.png 768w, https:\/\/www.studio.eklozia.net\/adexiam\/wp-content\/uploads\/2025\/04\/7-1.png 1080w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<div class=\"wp-block-buttons alignfull is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-fe48e5de wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button has-custom-width wp-block-button__width-50\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/forms.office.com\/Pages\/ResponsePage.aspx?id=t3aDN4i3qkePBceBW2z8GP9dfSdV5WhKgk7dnco7PGZURjVIOENaSVBJTEpZWVlKS0NZRTJVOFo5Ty4u\" rel=\"nofollow noopener\" target=\"_blank\"><strong>Je m&rsquo;inscris a L&rsquo;atelier<\/strong><\/a><\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ce que vous avez, m\u00e9rite d\u2019\u00eatre structur\u00e9 Votre patrimoine, m\u00eame s\u2019il vous semble \u201csimple\u201d, s\u2019est construit au fil du temps. \ud83d\udccc Il \u00e9volue avec votre vie personnelle et professionnelle. \ud83d\udccc\u2026<\/p>\n","protected":false},"author":2,"featured_media":608243,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[14,21],"class_list":["post-608214","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-evenements","category-patrimoine"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.studio.eklozia.net\/adexiam\/wp-json\/wp\/v2\/posts\/608214","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.studio.eklozia.net\/adexiam\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.studio.eklozia.net\/adexiam\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.studio.eklozia.net\/adexiam\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.studio.eklozia.net\/adexiam\/wp-json\/wp\/v2\/comments?post=608214"}],"version-history":[{"count":4,"href":"https:\/\/www.studio.eklozia.net\/adexiam\/wp-json\/wp\/v2\/posts\/608214\/revisions"}],"predecessor-version":[{"id":713829,"href":"https:\/\/www.studio.eklozia.net\/adexiam\/wp-json\/wp\/v2\/posts\/608214\/revisions\/713829"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.studio.eklozia.net\/adexiam\/wp-json\/wp\/v2\/media\/608243"}],"wp:attachment":[{"href":"https:\/\/www.studio.eklozia.net\/adexiam\/wp-json\/wp\/v2\/media?parent=608214"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.studio.eklozia.net\/adexiam\/wp-json\/wp\/v2\/categories?post=608214"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}