Organise wealth with a lasting family perspective
Organise the ownership, transfer and evolution of wealth while taking family and economic objectives into account.
Asset ownership and governance
Wealth structures should remain clear, useful and adapted to the decisions a family wishes to make.
We compare direct ownership, civil companies, private wealth holdings and split ownership in light of the assets and their use.
Governance, decision-making powers, income allocation and future liquidity needs are included so the organisation is not purely tax-driven.
Transfer and succession planning
Gifts, succession and family reorganisation require a precise timetable and a shared understanding of objectives.
We advise on gifts, split ownership, asset transfers and changes to structures, in coordination with the family’s notaries and usual advisers.
Each scenario is assessed by reference to protection, fairness, continuity of assets and the tax costs borne immediately or later.
Transfer and continuity
International wealth and civil coordination
Assets, residences or family members in several countries require a coordinated civil and tax analysis.
We review treaties, reporting obligations, French real estate wealth tax, investment income and the effects of international mobility.
We work with the lawyers, notaries and foreign advisers chosen by the client to keep the strategy coherent across jurisdictions.
Key points to consider
Balances to clarify before reorganising or transferring wealth
- 01
The map of assets, liabilities, income and ownership structures.
- 02
Family composition, protection needs and each person’s objectives.
- 03
Governance rules, powers and future liquidity needs.
- 04
Gifts, succession or split ownership already completed or planned.
- 05
French real estate wealth tax, wealth income and obligations attached to foreign assets.
- 06
Countries involved, applicable treaties and advisers to coordinate.