Align company decisions and personal wealth
Bring remuneration, shareholding, capital transactions and an executive’s personal wealth together within a secure tax framework.
Remuneration, management packages and shareholding
Remuneration should reflect the functions performed, governance and the company’s actual trajectory.
We analyse salary, distributions, bonuses, benefits and equity incentives, together with their social and tax consequences.
Legal terms, instrument valuation, actual functions and liquidity prospects are considered as a whole.
Sale, transfer and reinvestment
The transaction timetable, price structure and future plans should be reviewed before commitments are signed.
We advise on business sales, transfers, contributions and reinvestments by comparing options and conditions of application.
Shareholding, warranties, liquidity needs, family situation and supporting evidence are integrated into the preparation.
Sale and reinvestment
Mobility and protecting the executive’s wealth
International mobility or a governance change can move several personal and professional balances at once.
We analyse tax residence, cross-border remuneration, securities and investments in France or abroad.
The strategy is coordinated with company and executive advisers to keep corporate, wealth and reporting decisions aligned.
Key points to consider
Decisions to put into perspective before remuneration or a transaction
- 01
Status, functions, responsibilities and social protection.
- 02
Remuneration, distributions and liquidity needs.
- 03
Shareholding, management packages and rights attached to securities.
- 04
Sale timetable, price structure, warranties and commitments.
- 05
Reinvestment, transfer and family protection projects.
- 06
Tax residence and professional or wealth links with other countries.