Wealth management is not limited to the administration of financial assets: it requires a global vision, which integrates civil, fiscal, real estate and family aspects. Our firm supports its clients in the design and implementation of tailor-made wealth strategies, adapted to the objectives of preservation, transmission and optimization.
Our main interventions
We draw up a complete map of your assets (real estate, financial, financial, professional, international), identify risks and opportunities, and propose coherent long-term plans. The approach combines civil stability and fiscal performance, in a logic of anticipating personal and economic developments.
Each asset decision (acquisition, transfer, transfer, investment) requires a detailed tax analysis. We advise you on applicable tax regimes, allowances and exemptions that can be used, as well as on suitable vehicles (SCI, family companies, holding companies, holding companies, capitalization contracts, life insurance).
Estate planning is at the heart of wealth management. We design gradual transmission strategies (simple donation, donation-sharing, division of property, Dutreil pact) to reconcile family protection, reduction of rights and fluidity in the distribution of assets.
For non-resident clients or clients with assets abroad, we put in place solutions adapted to the constraints of international taxation and the rules of conflicts of laws (international successions, tax treaties, tax treaties, trusts, foreign companies).
