In 2024, Samuel Thompson joined Berthier & Associés in the role of International Development Manager, marking a significant advance in the firm’s capacity to align their valuation services to the requirements of international based clients with property interests in France. Samuel is a member of the RICS with extensive experience in the real estate sector, including several years as a RICS Registered Valuer.

Independence/Neutrality

• Absence of any involvement in transactions.
• Fees agreed up front on a flat rate, without connection to the value of the property.
• Professional, qualified valuers recognised by various Courts of Appeal.
• Reports produced in accordance with professional standards (RICS, IFEI, TEGOVA)

Competence

• Continuous education and professional development, with at least 20 hours of CPD per year for each valuer.
• Subscriptions to 17+ legal publications and reviews (e.g. Doctrine, LSA, AJDI, Les Echos).
• More than 80% of valuers have achieved a Masters degree in Economics, Finance or Real Estate.
• Senior valuers who deliver lectures for Real Estate courses at a Masters level. 

Confidentiality

We frequently find ourselves entrusted with sensitive information concerning our clients, their real estate holdings, and the various transactions they engage in. Upholding the principle of confidentiality is paramount in ensuring that this data remains securely shielded from unauthorised access or disclosure to third parties. By steadfastly maintaining the confidentiality of such information, we not only safeguard the privacy of our clients but also cultivate an environment of trust and integrity. This commitment to confidentiality serves as a cornerstone in fostering robust and enduring relationships with our clientele, underpinning the mutual respect and confidence that are fundamental to our professional ethos.

Family Law Matters

• Identification of the parties and the mission requirements:
  • Communication with all stakeholders from the offset (e.g. spouses, siblings, parents, other family members) to explain the valuation process, the steps that need to be followed and gaining an understanding of the expectations of each party.
• Documentation:
  • Request each party to provide all necessary documents required for the valuation, such as the property deeds, plans, leases and bank statements.
• Collaboration with legal advisers:
  • Regular correspondence with notaires and lawyers involved in the case. Rapid response to any requests for clarification of provision of further information.
• Confidentiality and impartiality:
  • Assured neutrality throughout the valuation process. Identification and management of any conflicts of interest and equal treatment of all parties involved. Transparency of the valuation methods employed and the factors that are taken in to account.
• Quality:
  • Utilisation of recognised and proven valuation methods, as well as abidance to professional standards and practices.

Hospitality

The methodology employed to ensure an effective and accurate valuation.

• Team: Establish a dedicated project team suitably qualified and experienced for the requirements.
• Planning: Identification of the properties to value and coordination of roles and responsibilities.
• Data: Gathering and preparation of relevant data from reliable sources.
• Communication: Clear and effective communication with the client and other stakeholders.
• On-the-ground: Inspection of the properties, considered assessment of value and production of the valuation report.
• Quality: Verification and validation through a strict quality control process.

Some of our international clients

J.P. Morgan

RoundShield Partners

SEB Group

Credit Agricole des Savoie

Societe Generale Monaco

REYL Intesa Sanpaolo