Wealth and estate tax strategy

1- Asset Structuring and Analysis

Any effective wealth strategy relies on a thorough analysis of the client's situation. We are involved in particular with:

• Comprehensive analysis of private and professional assets;
• Identification of tax, civil, and inheritance issues;
• Valuation of real estate, financial, and business assets;
• Analysis of existing ownership methods (direct or indirect);
• Identification of tax risks and optimization opportunities.

This phase allows for the definition of a coherent strategy, adapted to the client's wealth and family objectives.

2- Wealth Tax Optimization

We assist our clients in implementing solutions to optimize wealth taxation, while respecting the legal and regulatory framework:

• Legal and tax structuring of assets (civil companies, wealth holding companies, split ownership);
• Arbitration between personal ownership and ownership via intermediary structures;
• Optimization of income and capital taxation;
• Securing financial and asset flows;
• Anticipation of legislative and tax changes.

3- Estate Strategy and Wealth Transfer

Wealth transfer is a central issue in wealth strategy. We assist our clients in anticipating and organizing their estates to reduce tax burden and secure the transfer. Our services include:

• Development of an estate strategy adapted to the family situation;
• Optimization of transfer taxes (gift and inheritance taxes);
• Implementation of gifts (simple gifts, gift-sharing agreements, gifts with retained usufruct, etc.);
• Structuring of intergenerational transfers;
• Coordination with notaries and other client advisors.

4- Support for Business Owners and Company Transfer

The situation of business owners requires a specific approach, integrating professional, wealth, and inheritance issues. We are involved in particular with:

• Anticipation of company transfer or sale;
• Wealth structuring for the business owner and their family;
• Implementation of exemption schemes (particularly the Dutreil Pact);
• Tax optimization prior to a sale or reorganization;
• Preservation of company governance and continuity.

5- International Wealth Taxation

For situations involving an international element, we assist our clients with specific international wealth taxation issues:

• Analysis of tax residency;
• Application of international tax treaties;
• Structuring and transfer of foreign assets;
• Estate planning in an international context;
• Securing schemes in light of anti-abuse rules.

6- Securing and Defending Wealth Strategies

In a context of increased tax audits, securing implemented strategies is essential. Our firm is involved in particular with:

• Analysis of wealth tax risks;
• Legal and documentary securing of transactions;
• Assistance in case of tax audits or disputes with a wealth dimension (Personal Tax Situation Review, ESFP);
• Defense of the client's interests before the tax authorities, in all tax areas.