Property wealth advice on the Var coast
Enhancing, passing on and protecting your property assets with an approach that is at once personal, strategic and rooted in the local area.
Drawing on her experience in private banking, wealth management and property, Élodie Lombard guides you through the decisions that truly matter.
Discuss my situation Request a wealth analysis
Your assets deserve more than a simple valuation
A valuation answers “how much is my property worth?”. A property wealth analysis answers a more important question: “what should I do with this property?”
Passing on
Gifts, inheritance, dismemberment of ownership, family property holding companies (SCI): we help you understand the property implications before you speak with your notaire.
Weighing your options
Keep, sell, let or reinvest: each property should be assessed on its value, running costs, potential and your family situation.
Investing
Second home, furnished lettings, buy-to-let, retirement: we compare the scenarios against the local market.
Guidance for the decisions that matter
This approach is for owners who want to decide with perspective, figures and strategy.
Élodie Lombard’s wealth career
HSBC Private Banking: private banking client management, wealth strategies, discretionary management and support for high-net-worth families.
Banque Martin Maurel: Head of France Equities, financial analysis and market insight.
AXA Patrimoine: wealth advice, retirement, provident planning, family protection and succession.
Today at Maison & Vous: property, enhancing value, passing on and supporting families along the Var coast.
What Maison & Vous does not do
Maison & Vous does not sell financial products, and does not replace a notaire, a tax lawyer or a regulated tax adviser.
Our 6-step wealth method
A simple, structured, decision-focused method.
Your family, property and wealth situation.
Your properties — their use, running costs, yield and potential.
The true value of each property in its market.
The risks: works, tax, joint ownership, succession.
Sell, keep, let, pass on or reallocate.
A property strategy aligned with your objectives.
The big questions we address
Every situation deserves a tailored answer.
Should I sell or keep?
We compare the property’s current value, its future potential, its running costs and your life plans.
Should I pass on during my lifetime?
We help you prepare the right questions before you speak with your notaire.
How do I plan for retirement?
Main home, second home, rental income or a strategic sale: several scenarios can be explored.
How do I protect my partner?
Ownership structure, usufruct, the matrimonial regime and inheritance must all be anticipated with the right professionals.
Should I keep my second home?
Actual use, tax, running costs, current value and rental potential are all assessed.
Should I invest or reallocate?
We compare yield, liquidity, risk, tax and potential for appreciation.
Wealth expertise rooted across the Var coast
Every market has its own wealth characteristics. A second home in Bandol, a family villa in Saint-Cyr-sur-Mer, a buy-to-let in Toulon or a house passed down in La Cadière-d’Azur are not managed in the same way.
Maison & Vous wealth simulator
What is your main objective?
In summary
A wealth decision is never made on intuition alone. It is built on a clear vision, a reliable valuation and a coherent strategy.
Value
Know the true value of your assets before any decision.
Compare
Sell, keep, let, pass on or reallocate according to your objectives.
Anticipate
Prepare inheritance, retirement, tax and succession.
Protect
Safeguard your family, your partner and your children.
Enhance
Optimise your property assets on the Var coast.
Decide
Move forward with a clear, personal and strategic vision.
Élodie Lombard
Formerly a Private Wealth Manager at HSBC Private Banking, Head of the France Equities desk at Banque Martin Maurel and a Wealth and Financial Adviser at AXA, Élodie Lombard now guides owners and investors on the Var coast through their property and wealth decisions.
Your property assets deserve strategic thinking
Before selling, passing on, investing or reallocating, take the time to weigh up the options open to you.
Talk to Élodie Lombard Request a wealth analysisWealth Management
A property in an estate? Protect your wealth
Accepting or renouncing an estate commits your own assets. Maison & Vous supports you on the property side of your estate — from a confidential valuation of the property to its transmission or sale, with a view to protecting your wealth.
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