Estate & personal asset management

patrimoine immobilier
  • Inventory of assets and implementation of optimal situations
  • Optimization and management of wealth tax (Dutreil agreements, capping, compensation, dismemberment, business asset, structuring of business and personal tax systems)
  • Support and management of corporation and assets transfer, successions, donations, inter vivos donations, transfer duties
  • Fiscal optimization of compensation (split payroll, supplementary pension, expatriation allowance…) and alternative compensation (stock options, free shares allocation, founder’s share subscription warrants…)
  • Residence transfers (support to practical implementation, exit tax, declarations and special regimes…)
  • Assistance for regularization of foreign assets
  • Family transfer (company or personal)

  • Organization, implementation and detailed study of the most suitable solutions for the assets
  • Support for the implementation of transfers with other potential actors (notary, financial institutions)
  • Organization of professional and personal assets

  • Situation analysis and recommendations
  • Creation of family holdings
  • Designing and drafting of DUTREIL agreements
  • Personal taxation

  • Preparation of annual tax returns
  • Preparation of annual tax returns for wealth tax
  • Advice on tax investment regimes
  • Optimization of personal tax situations