Notaries · Lawyers · Family Offices · Private Bankers

The Referral Partners Space

WELLHERITAGE never substitutes for your expertise. We act before you — so that the file arriving at your firm, your practice or your institution is already structured, documented, and free of grey areas.

Why this concerns you

The cost of a file discovered mid-engagement

A "raw" real estate file often follows the same pattern: joint ownership, a missing survey, a forgotten easement, an unrealistic valuation — discovered once the engagement is already underway.

Les 10 Préalables™ is designed to eliminate these late discoveries before they become your problem.

What you receive

A file already prepared, tailored to your profession

In every case, the principle is the same: the time you would have spent securing the foundations of the file has already been invested before your involvement.

Notary

A file ready for processing

Chain of title reconstructed, joint owners and heirs identified, survey pre-inventory completed, condominium status verified, easements and charges mapped.

What this changes for you: less time spent reconstructing the property's history, fewer obstacles discovered mid-process, a signing within the timeline announced to the client.

Lawyer

The sensitive areas already mapped out

Ownership structure and its history summarized, gifts, agreements and particular clauses identified, status of current leases established, points of legal concern flagged and reported.

What this changes for you: you enter the file with the questions already raised, allowing you to focus your expertise on the legal decision rather than on gathering information.

Family Office

Scenarios already made objective

Complete wealth overview, compared scenarios — preserve, transmit, sell, reallocate —, valuation documents gathered, family objectives measured against the options actually available.

What this changes for you: you make decisions on grounds that are already objective rather than on unverified intentions, which speeds up and strengthens your recommendation.

Private Banker

A valuation that is already credible

Realistic valuation supported by market comparables, debt and charges status established, a probable liquidity note available for any financing or guarantee arrangement.

What this changes for you: your financing file rests on an already credible valuation, which makes it easier to bring before committee.

What we offer you

An unambiguous relationship of professional reciprocity

You refer to WELLHERITAGE families whose real estate file deserves to be clarified before any involvement on your part.
We refer in return the families we advise to your firms, practices or institutions for the continuation of their mandate.
No ambiguous cross-commission — the relationship is based on the quality of the files delivered, not on a financial mechanism that would engage your professional ethics.

You remain the point of contact for the decision and the deed. We remain the point of contact for what comes before.

Present Les 10 Préalables™ to your firm

We offer interested firms, practices and institutions a presentation of the exact format of the summary file given to each family, so you can judge from a concrete example the time saved on your own files.

Become a Referral Partner Call — 06 68 63 08 91

contact@wellheritage.com · 66 avenue des Champs-Élysées, 75008 Paris