{"id":2360,"date":"2023-10-19T11:46:47","date_gmt":"2023-10-19T09:46:47","guid":{"rendered":"http:\/\/lex-dd.com\/wp\/patrimoine\/?page_id=2360"},"modified":"2023-11-06T10:03:36","modified_gmt":"2023-11-06T09:03:36","slug":"notre-methodologie","status":"publish","type":"page","link":"https:\/\/lex-dd.com\/patrimoine\/notre-methodologie\/","title":{"rendered":"Notre methodologie"},"content":{"rendered":"<section data-bb-version=\"4.7.1\" id=\"bt_bb_section6a10d1eb2636b\" class=\"bt_bb_section bt_bb_layout_boxed_1200 bt_bb_vertical_align_top bt_bb_background_overlay_light_solid bt_bb_top_spacing_extra_large bt_bb_bottom_spacing_large\"  data-bt-override-class=\"{&quot;bt_bb_top_spacing_&quot;:{&quot;current_class&quot;:&quot;bt_bb_top_spacing_extra_large&quot;,&quot;xxl&quot;:&quot;extra_large&quot;},&quot;bt_bb_bottom_spacing_&quot;:{&quot;current_class&quot;:&quot;bt_bb_bottom_spacing_large&quot;,&quot;xxl&quot;:&quot;large&quot;}}\"><div class=\"bt_bb_background_image_holder_wrapper\"><div class=\"bt_bb_background_image_holder btLazyLoadBackground\"  data-background_image_src=\"https:\/\/lex-dd.com\/patrimoine\/wp-content\/uploads\/sites\/2\/2019\/04\/bgn-passion-big.jpg\" data-parallax-zoom-start=\"1\" data-parallax-zoom-end=\"1\" data-parallax-blur-start=\"0\" data-parallax-blur-end=\"0\" data-parallax-opacity-start=\"1\" data-parallax-opacity-end=\"1\" style=\" background-image: url(&#039;https:\/\/lex-dd.com\/patrimoine\/wp-content\/plugins\/bold-page-builder\/img\/blank.gif&#039;);\"><\/div><\/div><div class=\"bt_bb_port\"><div class=\"bt_bb_cell\"><div class=\"bt_bb_cell_inner\"><div class=\"bt_bb_row_wrapper\"><div  class=\"bt_bb_row\"  data-bt-override-class=\"{}\"><div  class=\"bt_bb_column col-xxl-12 col-xl-12 bt_bb_vertical_align_top bt_bb_align_left bt_bb_padding_normal bt_bb_animation_fade_in animate\"  data-width=\"12\" data-bt-override-class=\"{}\"><div class=\"bt_bb_column_content\"><div class=\"bt_bb_separator bt_bb_border_style_none bt_bb_bottom_spacing_normal\" style=\"; border-width: 2px; border-color: transparent; border-style: solid;\" data-bt-override-class=\"null\"><\/div><\/div><\/div><\/div><\/div><div class=\"bt_bb_row_wrapper\"><div  class=\"bt_bb_row\"  data-bt-override-class=\"{}\"><div  class=\"bt_bb_column col-xxl-7 col-xl-7 bt_bb_vertical_align_top bt_bb_align_left bt_bb_padding_normal bt_bb_animation_fade_in animate\"  data-width=\"7\" data-bt-override-class=\"{}\"><div class=\"bt_bb_column_content\"><header data-bb-version=\"4.7.5\" class=\"bt_bb_headline bt_bb_subheadline_text_transform_default bt_bb_dash_top bt_bb_superheadline bt_bb_superheadline_outside bt_bb_subheadline bt_bb_size_large bt_bb_align_inherit bt_bb_hidden_xs bt_bb_hidden_ms bt_bb_hidden_sm\" data-bt-override-class=\"{&quot;bt_bb_size_&quot;:{&quot;current_class&quot;:&quot;bt_bb_size_large&quot;,&quot;xxl&quot;:&quot;large&quot;},&quot;bt_bb_align_&quot;:{&quot;current_class&quot;:&quot;bt_bb_align_inherit&quot;,&quot;xxl&quot;:&quot;inherit&quot;}}\"><div class=\"bt_bb_headline_superheadline_outside\"><span class=\"bt_bb_headline_superheadline\">Notre m\u00e9thodologie<\/span><\/div><h3 class=\"bt_bb_headline_tag\"><span class=\"bt_bb_headline_content\"><span><b>UN ACCOMPAGNEMENT SUR MESURE<\/b><br \/>\r\n<br \/>\r\n<\/span><\/span><\/h3><div class=\"bt_bb_headline_subheadline\">Pour r\u00e9pondre aux besoins de ses Clients, LEX & DD dispose d\u2019un d\u00e9partement d\u2019ing\u00e9nierie patrimoniale. Dans un environnement \u00e9conomique et fiscal en constante mutation, nos ing\u00e9nieurs patrimoniaux charg\u00e9s d\u2019affaires apportent leur expertise au dispositif d\u2019accompagnement de LEX & DD. Ce service de gestion priv\u00e9e propose une s\u00e9lection de solutions d\u00e9di\u00e9es r\u00e9pondant aux strat\u00e9gies les plus complexes. Nous proc\u00e9dons d'abord par un diagnostic de votre situation, ensuite la mise en place de la strat\u00e9gie adapt\u00e9 avant mettre un cap sur la r\u00e9alisation de votre objectif. <\/div><\/header><header data-bb-version=\"4.7.5\" class=\"bt_bb_headline bt_bb_subheadline_text_transform_default bt_bb_dash_top bt_bb_superheadline bt_bb_superheadline_outside bt_bb_subheadline bt_bb_size_large bt_bb_align_inherit bt_bb_hidden_md bt_bb_hidden_lg bt_bb_hidden_xl\" data-bt-override-class=\"{&quot;bt_bb_size_&quot;:{&quot;current_class&quot;:&quot;bt_bb_size_large&quot;,&quot;xxl&quot;:&quot;large&quot;},&quot;bt_bb_align_&quot;:{&quot;current_class&quot;:&quot;bt_bb_align_inherit&quot;,&quot;xxl&quot;:&quot;inherit&quot;}}\"><div class=\"bt_bb_headline_superheadline_outside\"><span class=\"bt_bb_headline_superheadline\">Notre m\u00e9thodologie<\/span><\/div><h3 class=\"bt_bb_headline_tag\"><span class=\"bt_bb_headline_content\"><span><b>UN ACCOMPAGNE-MENT SUR MESURE<\/b><br \/>\r\n<br \/>\r\n<\/span><\/span><\/h3><div class=\"bt_bb_headline_subheadline\">Pour r\u00e9pondre aux besoins de ses Clients, LEX & DD dispose d\u2019un d\u00e9partement d\u2019ing\u00e9nierie patrimoniale. Dans un environnement \u00e9conomique et fiscal en constante mutation, nos ing\u00e9nieurs patrimoniaux charg\u00e9s d\u2019affaires apportent leur expertise au dispositif d\u2019accompagnement de LEX & DD. Ce service de gestion priv\u00e9e propose une s\u00e9lection de solutions d\u00e9di\u00e9es r\u00e9pondant aux strat\u00e9gies les plus complexes. Nous proc\u00e9dons d'abord par un diagnostic de votre situation, ensuite la mise en place de la strat\u00e9gie adapt\u00e9 avant mettre un cap sur la r\u00e9alisation de votre objectif. <\/div><\/header><div data-bb-version=\"4.7.5\" class=\"bt_bb_separator bt_bb_border_style_none bt_bb_top_spacing_small bt_bb_bottom_spacing_medium\" style=\"; border-width: 2px; border-color: transparent; border-style: solid;\" data-bt-override-class=\"{&quot;bt_bb_top_spacing_&quot;:{&quot;current_class&quot;:&quot;bt_bb_top_spacing_small&quot;,&quot;xxl&quot;:&quot;small&quot;},&quot;bt_bb_bottom_spacing_&quot;:{&quot;current_class&quot;:&quot;bt_bb_bottom_spacing_medium&quot;,&quot;xxl&quot;:&quot;medium&quot;}}\"><\/div><div data-bb-version=\"4.7.5\" class=\"bt_bb_button bt_bb_color_scheme_4 bt_bb_icon_position_left bt_bb_style_outline bt_bb_size_small bt_bb_width_inline bt_bb_shape_inherit bt_bb_target_self bt_bb_text_transform_inherit bt_bb_align_inherit\" style=\"; --primary-color:#d3be87; --secondary-color:#ffffff;\" data-bt-override-class=\"{&quot;bt_bb_size_&quot;:{&quot;current_class&quot;:&quot;bt_bb_size_small&quot;,&quot;xxl&quot;:&quot;small&quot;},&quot;bt_bb_align_&quot;:{&quot;current_class&quot;:&quot;bt_bb_align_inherit&quot;,&quot;xxl&quot;:&quot;inherit&quot;}}\"><a href=\"https:\/\/lex-dd.com\/wp\/patrimoine\/nous-contacter\/\" target=\"_self\" class=\"bt_bb_link\" title=\"Nous contacter\"><span class=\"bt_bb_button_text\" >Nous contacter<\/span><\/a><\/div><\/div><\/div><div  class=\"bt_bb_column col-xxl-5 col-xl-5 bt_bb_vertical_align_top bt_bb_align_left bt_bb_padding_normal\"  data-width=\"5\" data-bt-override-class=\"{}\"><div class=\"bt_bb_column_content\"><div data-bb-version=\"4.7.1\" class=\"bt_bb_image bt_bb_shape_square bt_bb_target_self bt_bb_align_inherit bt_bb_hover_style_simple bt_bb_content_display_always bt_bb_content_align_middle bt_bb_fill_background_color_full\" data-bt-override-class=\"{&quot;bt_bb_align_&quot;:{&quot;current_class&quot;:&quot;bt_bb_align_inherit&quot;,&quot;xxl&quot;:&quot;inherit&quot;},&quot;bt_bb_content_display_&quot;:{&quot;current_class&quot;:&quot;bt_bb_content_display_always&quot;,&quot;xxl&quot;:&quot;always&quot;}}\"><span><img width=\"2000\" height=\"1915\" src=\"https:\/\/lex-dd.com\/patrimoine\/wp-content\/uploads\/sites\/2\/2023\/10\/business-partners-shaking-hands-agreement.jpg\" class=\"attachment-full size-full\" alt=\"https:\/\/lex-dd.com\/patrimoine\/wp-content\/uploads\/sites\/2\/2023\/10\/business-partners-shaking-hands-agreement.jpg\" decoding=\"async\" data-full_image_src=\"https:\/\/lex-dd.com\/patrimoine\/wp-content\/uploads\/sites\/2\/2023\/10\/business-partners-shaking-hands-agreement.jpg\" title=\"business-partners-shaking-hands-agreement\" loading=\"lazy\" srcset=\"https:\/\/lex-dd.com\/patrimoine\/wp-content\/uploads\/sites\/2\/2023\/10\/business-partners-shaking-hands-agreement.jpg 2000w, https:\/\/lex-dd.com\/patrimoine\/wp-content\/uploads\/sites\/2\/2023\/10\/business-partners-shaking-hands-agreement-640x613.jpg 640w, https:\/\/lex-dd.com\/patrimoine\/wp-content\/uploads\/sites\/2\/2023\/10\/business-partners-shaking-hands-agreement-1280x1226.jpg 1280w, https:\/\/lex-dd.com\/patrimoine\/wp-content\/uploads\/sites\/2\/2023\/10\/business-partners-shaking-hands-agreement-768x735.jpg 768w, https:\/\/lex-dd.com\/patrimoine\/wp-content\/uploads\/sites\/2\/2023\/10\/business-partners-shaking-hands-agreement-1536x1471.jpg 1536w, https:\/\/lex-dd.com\/patrimoine\/wp-content\/uploads\/sites\/2\/2023\/10\/business-partners-shaking-hands-agreement-320x306.jpg 320w\" sizes=\"(max-width: 2000px) 100vw, 2000px\" \/><\/span><\/div><\/div><\/div><\/div><\/div><div class=\"bt_bb_row_wrapper\"><div  class=\"bt_bb_row\"  data-bt-override-class=\"{}\"><div  class=\"bt_bb_column col-xxl-12 col-xl-12 col-xs-12 col-sm-12 col-md-12 col-lg-12 bt_bb_vertical_align_top bt_bb_align_left bt_bb_padding_normal bt_bb_animation_fade_in animate\"  data-width=\"12\" data-bt-override-class=\"{}\"><div class=\"bt_bb_column_content\"><div class=\"bt_bb_separator bt_bb_border_style_solid bt_bb_top_spacing_medium bt_bb_bottom_spacing_medium\" style=\"; border-width: 2px\" data-bt-override-class=\"null\"><\/div><\/div><\/div><\/div><\/div><div class=\"bt_bb_row_wrapper\"><div  class=\"bt_bb_row bt_bb_column_gap_50\"  data-bt-override-class=\"{}\"><div  class=\"bt_bb_column col-xxl-4 col-xl-4 bt_bb_vertical_align_top bt_bb_align_center bt_bb_padding_normal bt_bb_animation_fade_in bt_bb_animation_zoom_out animate\"  data-width=\"4\" data-bt-override-class=\"{}\"><div class=\"bt_bb_column_content\"><div class=\"bt_bb_icon bt_bb_color_scheme_6 bt_bb_style_filled bt_bb_size_large bt_bb_shape_slanted_right bt_bb_align_inherit\" style=\"; --icon-primary-color:#ffffff; --icon-secondary-color:#d3be87;\" data-bt-override-class=\"null\"><span  data-ico-taxesaccounting=\"&#xe901;\" class=\"bt_bb_icon_holder\"><\/span><\/div><div class=\"bt_bb_separator bt_bb_border_style_none bt_bb_bottom_spacing_small\" data-bt-override-class=\"null\"><\/div><header class=\"bt_bb_headline bt_bb_dash_bottom bt_bb_superheadline bt_bb_subheadline bt_bb_size_small bt_bb_align_inherit\" data-bt-override-class=\"{&quot;bt_bb_size_&quot;:{&quot;current_class&quot;:&quot;bt_bb_size_small&quot;,&quot;xxl&quot;:&quot;small&quot;,&quot;xl&quot;:&quot;small&quot;},&quot;bt_bb_align_&quot;:{&quot;current_class&quot;:&quot;bt_bb_align_inherit&quot;,&quot;xxl&quot;:&quot;inherit&quot;,&quot;xl&quot;:&quot;inherit&quot;}}\"><h5 class=\"bt_bb_headline_tag\"><span class=\"bt_bb_headline_superheadline\">ETAPE 01<\/span><span class=\"bt_bb_headline_content\"><span><u>Comprendre la situation patrimonial du client<\/u><\/span><\/span><\/h5><div class=\"bt_bb_headline_subheadline\">Comprendre la situation personnelle, familiale et professionnelle du client \u00e0 travers un bilan patrimonial.<\/div><\/header><div class=\"bt_bb_separator bt_bb_border_style_none bt_bb_bottom_spacing_normal\" data-bt-override-class=\"null\"><\/div><\/div><\/div><div  class=\"bt_bb_column col-xxl-4 col-xl-4 bt_bb_vertical_align_top bt_bb_align_center bt_bb_padding_normal bt_bb_animation_fade_in bt_bb_animation_zoom_out animate\"  data-width=\"4\" data-bt-override-class=\"{}\"><div class=\"bt_bb_column_content\"><div class=\"bt_bb_icon bt_bb_color_scheme_6 bt_bb_style_filled bt_bb_size_large bt_bb_shape_slanted_right bt_bb_align_inherit\" style=\"; --icon-primary-color:#ffffff; --icon-secondary-color:#d3be87;\" data-bt-override-class=\"null\"><span  data-ico-taxesaccounting=\"&#xe910;\" class=\"bt_bb_icon_holder\"><\/span><\/div><div class=\"bt_bb_separator bt_bb_border_style_none bt_bb_bottom_spacing_small\" data-bt-override-class=\"null\"><\/div><header class=\"bt_bb_headline bt_bb_dash_bottom bt_bb_superheadline bt_bb_subheadline bt_bb_size_small bt_bb_align_inherit\" data-bt-override-class=\"{&quot;bt_bb_size_&quot;:{&quot;current_class&quot;:&quot;bt_bb_size_small&quot;,&quot;xxl&quot;:&quot;small&quot;,&quot;xl&quot;:&quot;small&quot;},&quot;bt_bb_align_&quot;:{&quot;current_class&quot;:&quot;bt_bb_align_inherit&quot;,&quot;xxl&quot;:&quot;inherit&quot;,&quot;xl&quot;:&quot;inherit&quot;}}\"><h5 class=\"bt_bb_headline_tag\"><span class=\"bt_bb_headline_superheadline\">ETAPE 02<\/span><span class=\"bt_bb_headline_content\"><span><u>Planifi\u00e9 une strat\u00e9gie patrimoniale<\/u><\/span><\/span><\/h5><div class=\"bt_bb_headline_subheadline\">L\u2019analyse du bilan permet d\u2019\u00e9tablir un diagnostic et de faire des propositions de strat\u00e9gie patrimoniale.<\/div><\/header><div class=\"bt_bb_separator bt_bb_border_style_none bt_bb_bottom_spacing_normal\" data-bt-override-class=\"null\"><\/div><\/div><\/div><div  class=\"bt_bb_column col-xxl-4 col-xl-4 bt_bb_vertical_align_top bt_bb_align_center bt_bb_padding_normal bt_bb_animation_fade_in bt_bb_animation_zoom_out animate\"  data-width=\"4\" data-bt-override-class=\"{}\"><div class=\"bt_bb_column_content\"><div class=\"bt_bb_icon bt_bb_color_scheme_6 bt_bb_style_filled bt_bb_size_large bt_bb_shape_slanted_right bt_bb_align_inherit\" style=\"; --icon-primary-color:#ffffff; --icon-secondary-color:#d3be87;\" data-bt-override-class=\"null\"><span  data-ico-taxesaccounting=\"&#xe916;\" class=\"bt_bb_icon_holder\"><\/span><\/div><div class=\"bt_bb_separator bt_bb_border_style_none bt_bb_bottom_spacing_small\" data-bt-override-class=\"null\"><\/div><header class=\"bt_bb_headline bt_bb_dash_bottom bt_bb_superheadline bt_bb_subheadline bt_bb_size_small bt_bb_align_inherit\" data-bt-override-class=\"{&quot;bt_bb_size_&quot;:{&quot;current_class&quot;:&quot;bt_bb_size_small&quot;,&quot;xxl&quot;:&quot;small&quot;,&quot;xl&quot;:&quot;small&quot;},&quot;bt_bb_align_&quot;:{&quot;current_class&quot;:&quot;bt_bb_align_inherit&quot;,&quot;xxl&quot;:&quot;inherit&quot;,&quot;xl&quot;:&quot;inherit&quot;}}\"><h5 class=\"bt_bb_headline_tag\"><span class=\"bt_bb_headline_superheadline\">ETAPE 03<\/span><span class=\"bt_bb_headline_content\"><span><u>R\u00e9aliser la strat\u00e9gie et la faire \u00e9voluer<\/u><\/span><\/span><\/h5><div class=\"bt_bb_headline_subheadline\">Un plan d\u2019action est \u00e9tablit pour r\u00e9aliser la strat\u00e9gie et des rencontres sont programm\u00e9es afin d\u2019arbitrer les r\u00e9sultats. <\/div><\/header><div class=\"bt_bb_separator bt_bb_border_style_none bt_bb_bottom_spacing_normal\" data-bt-override-class=\"null\"><\/div><\/div><\/div><\/div><\/div><\/div><!-- cell_inner --><\/div><!-- cell --><\/div><!-- port --><\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_joinchat":[]},"_links":{"self":[{"href":"https:\/\/lex-dd.com\/patrimoine\/wp-json\/wp\/v2\/pages\/2360"}],"collection":[{"href":"https:\/\/lex-dd.com\/patrimoine\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/lex-dd.com\/patrimoine\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/lex-dd.com\/patrimoine\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/lex-dd.com\/patrimoine\/wp-json\/wp\/v2\/comments?post=2360"}],"version-history":[{"count":9,"href":"https:\/\/lex-dd.com\/patrimoine\/wp-json\/wp\/v2\/pages\/2360\/revisions"}],"predecessor-version":[{"id":2709,"href":"https:\/\/lex-dd.com\/patrimoine\/wp-json\/wp\/v2\/pages\/2360\/revisions\/2709"}],"wp:attachment":[{"href":"https:\/\/lex-dd.com\/patrimoine\/wp-json\/wp\/v2\/media?parent=2360"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}