Optimize your personal tax strategy with peace of mind
Tailor-made strategic support to preserve, transfer, and secure your assets.
COMMON
CHALLENGES
- Do you want to optimize the transfer or donation of your business?
- You are considering transferring your estate while minimizing tax liability.
- You are purchasing real estate without a clear strategy for structuring the acquisition.
- Your income or estate raises complex disclosure and reporting issues.
- You are subject to a tax audit or concerned about a potential reassessment.
- You need to resolve a previous tax compliance issue.
Our solutions
Tailored
- Development of a personalized tax strategy tailored to your objectives.
- Optimal structuring of your real estate acquisitions and investments.
- Optimizing, securing, and managing your tax reporting obligations.
- Proactive defense in the event of a tax audit or litigation.
- Voluntary disclosure and establishment of a constructive dialogue with the tax authorities.
Our Services
Wealth and estate tax strategy
Business transfer planning
Real estate taxation and optimization
Income tax and wealth tax (IFI) filings
Tax regularization
Defense in case of personal tax audits
Your
benefits
- A controlled tax framework aligned with your business strategy
- Secured and documented structures, audit-proof against tax inspections
- Sustainable and compliant optimization
- Comprehensive legal support from experienced tax lawyers
- The ability to anticipate regulatory and case law changes
question ?
How can I plan to transfer my business to my children?
You can optimize the tax impact of a donation or sale using legal tools such as the Dutreil pact, donation-sharing, or sale with retained usufruct. A tailored strategy greatly reduces the tax burden and secures the transfer.
What are the main ways to reduce inheritance taxes?
Tools include staggered gifts, dismemberment of ownership, family pacts, holding
structures, or specific beneficiary clauses. Planning ahead is key
to avoiding high tax costs.
Can I include my real estate in my estate planning?
Yes. SCI, dismemberment, temporary usufruct gifts, or furnished rental regimes can help reduce IFI, optimize rental income, and ensure a smooth transfer.
Do you offer a comprehensive approach covering legal, tax, and family planning?
Yes. We create bespoke strategies that integrate tax law, civil and commercial law, and your personal or family goals—alongside trusted notaries, accountants, and wealth advisors.
Is it too late to organize my succession if I’m already over 60?
Not at all. There are many solutions available, even at a later stage. Acting sooner gives you access to more efficient and flexible planning tools.
