Pass on wealth your assets to your children
Planning your succession helps preserve family cohesion and reduce the tax your heirs will pay on the estate.

Property dealer
Amount €800k – €10M
Rates from 4%
Cash, tax, estate transfer
Anticipate & optimise
the transfer
We help you design the best solution to support family harmony, control the tax impact and preserve your quality of life.
Our team supports you with questions about passing on your assets and financing the transfer: splitting ownership, gifts, sale-to-self...
Cash
Use leverage
Pass on wealth
Major renovation
OBO
Sale-to-self
Tax optimisation
They optimised with Hyppo


What our clients say

Generate additional income through wealth leverage
Do you have questions?
Refinancing rates are always slightly higher than your high-street bank's and vary with the need and the borrower. As a guide, as at 9 November 2026, an equity release loan starts from 4% for an individual and from 4.2% for a family holding company; the wealth loan and the security trust from 4.5%, property leasing from 5%.
Yes. As with a traditional loan, you must be able to meet your monthly repayments.
Yes. We work with all types of family holding companies (SCI, SARL, holding companies), trading companies and property professionals.
An equity release loan is secured by a mortgage registered with a notary on the property. A mortgage is an alternative to other guarantees such as a personal guarantee or a pledge. The guarantee always plays a supporting role and never removes the need to be solvent to repay the loan.
Once the bank file is complete, allow 5 to 7 weeks until the funds are released by the notary.







