Wealth planning in France and abroad for high net worth individuals

  • Organization of wealth using legal holding structures (companies, capitalization wrappers, etc.)
  • Structuring real estate, industrial and financial investments
  • Individual income tax and wealth tax planning
  • Day-to-day tax and legal assistance to the family
  • Family governance
  • Gift and Estate tax planning
  • Charitable and Philanthropic planning (donations, foundations, endowment funds)
  • Family trusts and foundations
  • Assistance with tax audits and litigation
  • Assistance with the French voluntary disclosure procedure of undisclosed foreign assets (bank accounts, life insurance, real estate, trusts, foundations, SPV, etc.)