The prestigious residences, by their unique character, their emotional value and their heritage dimension, require a tailor -made approach when it comes to transmitting them to the next generation. These rare goods, often steeped in history, are accompanied by maintenance, valuation and conservation obligations which require foresight.
Marseille, the Marseille city, continues to attract international customers in search of luxury real estate investments.
The real estate agency Christophe Falbo Properties, based in Marseille and specialized in high-end goods, offers an exclusive selection of properties in prized neighborhoods such as the Old Port, the Calanques, as well as the Bohemian districts of the 6ᵉ and 7ᵉ districts.
Our real estate portfolio extends from the Holy Maries de la Mer in Cavalaire-sur-Mer, offering charming houses, architectal villas and wine estates overlooking the magnificent Mediterranean bay.
Transmit a prestigious home: a major heritage issue
The prestigious residences, by their unique character, their emotional value and their heritage dimension, require a tailor -made approach when it comes to transmitting them to the next generation. These rare goods, often steeped in history, are accompanied by maintenance, valuation and conservation obligations which require foresight.
Choose the right legal structure: SCI or dismemberment?
To anticipate a fluid transmission, the creation of a real estate company (SCI) is often recommended. It makes it possible to organize the management of the property, to transmit shares by progressive donation, and to bypass certain heaviness of the classical joint ownership.
Another option is to practice the dismemberment of property : the donor keeps the usufruct of the property (the right to live in or rent it), while the heirs receive bare ownership. This assembly allows effective and fiscally advantageous transmission.
To estimate the property by a luxury professional
Prestige goods can only be properly valued with the help of professionals specializing in high -end real estate. Their expertise not only incorporates the area and the location, but also the architectural characteristics, the rare services (swimming pool, park, panoramic view, etc.), and the attractiveness potential.
Take into account tax obligations and exemptions
Certain residences classified or registered under historic monuments may benefit from partial or even inheritance exemptions from inheritance tax, subject to conservation and openness commitments to the public. It is therefore essential to get closer to a notary or a wealth management advisor to assess the available tax options.
Associate the heirs with a common vision
Transmitting a beautiful house is not limited to a legal act. It is also a symbolic act, a way of perpetuating a family memory, a lifestyle, even a common project. Associating heirs with decisions, raising awareness of the value of the property, involving them in management can avoid many future tensions.
Errors to avoid when transmitting high -end property
The transmission of a prestige property cannot be improvised. Poor anticipation or poorly informed decisions can lead to family conflicts, heavy tax charges or loss of heritage value. Here are the main errors to avoid.
Neglect anticipation and planning
Waiting for the last moment to organize the transmission of a value of value is the most common error. In the absence of a prior strategy, heirs often find themselves faced with an unprepared joint possession, high inheritance tax, or a very difficult to exploit. A clear transmission plan (donation, dismemberment, SCI, etc.) helps preserve family harmony and optimize taxation.
Underestimate applicable taxation
Inheritance tax on a high -end property can represent a large load, especially if the property is not transmitted in direct line or if its value largely exceeds the abuses in force. Forget to integrate this dimension into the transmission can force the heirs to sell in the precipitation to settle the rights due. A simulation with a notary or a tax advisor is essential.
Omit to estimate the property with precision
An approximate or obsolete estimate of the property can distort the entire transmission. In the event of an underestimation, the tax administration may recovery. In case of overestimation, heirs will pay excessive inheritance tax. The expertise of a professional specializing in prestigious real estate is therefore crucial.
Ignore the implications of joint possession
The joint possession can be paralyzing if it has not been anticipated. Many conflicts arise from unrelated decisions: refused work, refusal of sale, blocking of the rental ... It is essential to anticipate the operation of the joint possession or to bypass it via an SCI, which allows more flexible management by majority.
Do not consult specialized professionals
Real estate heritage, and even more the transmission of a high -end property, mobilizes several skills: notarial, tax, legal, heritage and real estate. Do not surround yourself with good interlocutors (notary, tax lawyer, agent specializing in prestige, wealth manager) exhibits at expensive errors, both tax and organizing.
🧭 “Real estate heritage” series Taxation, SCI, conflicting successions, renovation of a good inherited
Our complete file on the theme of real estate inheritance.
Real estate heritage file
The emotion of a property transmitted
Receiving an inheritance property is often a moment loaded with emotion. Whether it is a family mansion, a Provencal mas or a Haussmann apartment , these properties embody a memory, a lifestyle, sometimes a generational anchoring. But the real estate inheritance is not limited to an emotional transmission: it also acknowledges legal, tax and strategic issues that should be fully understood.
🧭 "Real estate heritage" series - Charming properties
1. Real estate inheritance: Understanding the fundamentals
Key legal concepts (successions, will, joint possession)
The stages of the real estate succession
Inheritance tax and abuses in force
The decision to accept or not an inheritance
📌 targeted audience : potential heirs, owner families
2. Transmit a prestigious home: the best strategies
Simple donation, donation-sharing, property dismemberment
Advantages of SCI for family goods
Prepare a serene succession in a blended family
Concrete case and heritage patterns
📌 targeted audience : owners of old, high-end or multi-generational goods
3. Manage an inherited property: restore, rent, sell or keep?
Technical diagnosis of the inherited property
Renovate without distorting: with or without architect of the buildings of France
Furnished or charming seasonal rental
Resale: when and how to call on a specialized agency
📌 targeted audience : new owners or joint ownership wishing to enhance a property
4. Taxation and aid for inherited residences
Post-Succession transfer rights and taxation
Possible alleys for Historic Monuments
Subsidies and aid Drac or heritage foundation
Tax deductions for work and interviews
📌 targeted audience : heirs or owners of a well -classified or registered
5. Real estate inheritance conflicts: how to avoid or resolve them?
Conflictual joint possession
Disagreements on the sale or conservation of the property
The use of the notary or mediation
Arbitration and role of the succession judge
📌 targeted audience : families in dispute or in situation blocked around a property
6. Testimonials: they inherited an exceptional property
Tales of individuals who inherited with castles, manors, family villas
Successful transformations (guest house, seasonal rental, renovation)
Failures avoided thanks to the support of experts
📌 targeted audience : general public, future heirs, heritage enthusiasts
7. The emotion of the place: real estate heritage as a family memory
The role of the place in the transmission of values
Keep the soul of the family home
Restore with respect
Intangible heritage (archives, objects, photos, stories)
📌 Targeted audience : families attached to the sentimental and historical heritage
Why Choose Charming Properties?
🌍 International visibility
touch qualified buyers from around the world thanks to our targeted and international audience, ideal for prestigious goods.
📈 Optimized SEO
Your ad is positioned at the top of research, for maximum visibility and faster sales.
📸 high -end high -end photos
of professional visuals are essential to seduce at first glance. We help you value your property with quality images.
💰 Direct sale, zero commission
publish without going through an agency and keep 100 % of the sale price. Total control, flexibility, and direct contact with buyers.
🛠️ Marketing support
We write and optimize your ad for search engines. You provide the info, we take care of the rest.
📬 Easy sending your ad
send us description, photos and DPE via wetransfer. We validate your property according to our quality standards.
⚠️ legal compliance
compulsory DPE display for all goods in France: we systematically integrate it into your ad.
💶 Simple and transparent prices
Publication at a fixed price, without commission
Premium visibility options
Relating with professional photographers
➡️ tailor -made offers available on request
We can remind you quickly and you give all the information you need. A sales advisor will contact you.