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Gestion de Patrimoine 2023-2024 : du diagnostic aux stratégies financières, juridiques, fiscales et comportementales

Author

Listed:
  • Frédéric Gonand

    (Chaire économie du climat - Chaire économie du climat, SAPRAT - Savoirs et Pratiques du Moyen Âge à l'époque contemporaine (SAPRAT - EA 4116) - EPHE - École Pratique des Hautes Études - PSL - Université Paris Sciences et Lettres, LEDa - Laboratoire d'Economie de Dauphine - IRD - Institut de Recherche pour le Développement - Université Paris Dauphine-PSL - PSL - Université Paris Sciences et Lettres - CNRS - Centre National de la Recherche Scientifique)

  • A. de Bryas

Abstract

Un panorama complet de la gestion de patrimoine qui prend en compte les volets juridique, fiscal et comportemental. Il éclaire les enjeux et les spécificités de la discipline, expose ses fondamentaux en intégrant les thématiques émergentes telles que la digitalisation, l'investissement responsable et le private equity. A jour des évolutions réglementaires telles que la loi de finances 2023.

Suggested Citation

  • Frédéric Gonand & A. de Bryas, 2023. "Gestion de Patrimoine 2023-2024 : du diagnostic aux stratégies financières, juridiques, fiscales et comportementales," Post-Print hal-04428696, HAL.
    • Handle: RePEc:hal:journl:hal-04428696
    as

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    Keywords

    Gestion du patrimoine; Guide pratique;

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