Wealth Management

Our lawyers have developed an approach centered on five key areas to meet your objectives while capitalizing on regulatory changes: analysis, organization, transmission, structuring, reporting follow-up and support for tax audits.

Analysis

• Review of the legal, tax and regulatory requirements for your assets in France and abroad.
• Diagnosis of your wealth and property, and assessment of your exposure to risks.
• Identifying and prioritizing your objectives and developing possible scenarios.
• Requests for rulings from the tax authorities for complex tax issues.

Organization, acquisitions and structuring

• Defining and putting in place a personal wealth strategy, which allows you to structure your assets in a tax efficient manner and anticipate future changes in your tax position.
• Assessing your constraints and identifying opportunities with regard to the available legal and tax instruments.
• Choice of investment vehicles according to your short, medium and long-term objectives.

Transmission

• Identifying risks and opportunities according to the envisaged methods.
• Implementing solutions in France and internationally.
• Anticipating changes in legislation and taxation.
• Preparing a transfer of the business to the next generations.
• Planning the consequences of critical family situations to preserve your assets.
• Advising shareholders and managers on capital increases.

Assistance with Tax Returns

• Preparing French personal tax returns (income tax return, wealth property tax (IFI) return, 3% tax, etc.).
• Preparing other tax returns required by French or foreign legislation (3% tax, foreign bank accounts, donations, etc.). 

Assistance with Tax Audits and Litigation

• Responding to requests from the tax authorities.
• Providing assistance during tax audits by the French Tax Administration.
• Initiating litigation before competent Courts and providing ongoing support.