Private clients
and family businesses

Our team provides answers to legal and tax questions raised at key stages in the lives of entrepreneurs, families, managers, companies and groups of companies, whether in a national or international context.

It is also called upon by business and legal professionals to work together to resolve their clients’ complex issues relating to their assets, income and businesses.

The team is composed of a dozen professionals with proven know-how and recognised skills in wealth taxation to best assist private clients and family businesses. It works in close collaboration with family offices, chartered accountants, private bankers, IFAs, notaries and other French and foreign colleagues.

TAX ASSISTANCE

Personal declarative obligations (income tax, Exit tax, IFI),
Follow-up of post transfer operations 150-0 B ter of the CGI,
Reporting obligations of asset companies (2072, 3% tax, IFU),
Declarative obligations of trusts,
Spontaneous regularisation of foreign assets and income.

INHERITANCE AND FAMILY TRANSACTIONS

Our team assists families with estate planning (FBO, gifts, Dutreil, estate planning…). It assists with the implementation of family operations with leverage and outsourcing. It advises families on family governance and family pacts.

SALE OF COMPANIES

Our team assists their clients in pre- and post-deal operations (LBOs, OBOs, contribution-assignment, donation-sale, analysis of reinvestments eligible under article 150-0 B ter of the CGI).

INTERNATIONAL TAXATION

Our team offers tax and legal assistance in relation to the installation of individuals in France and abroad and in relation to transfers of registered offices. It assists its clients in particular in the context of complex international transfers, the implementation of cross-border remuneration packages (salaries, carried interest, options, RSU, etc.) or the release of foreign pension funds.

It is in regular contact with a network of recognised and responsive foreign specialists.

FOREIGN TRUSTS AND PRIVATE FOUNDATIONS

Whether you are a trustee, settlor or beneficiary, we can assist you in analysing the French tax consequences of holding assets through a trust, distributing income or capital, or complying with the applicable French tax obligations. Whether it is income tax, IFI or a sui generis levy, or transfers without consideration (by way of gift or inheritance), we can assist you in analysing the situation in the light of the applicable legislation and in determining the applicable tax regime, both domestically and internationally.

SUPPORT FOR EXECUTIVES AND MANAGERS

Our team assists executives and managers in structuring their remuneration (management packages, BSPCE, AGA SOP, MBO)
It has expertise in the field of social protection for executives and works alongside the human resources departments of groups to offer their executives assistance packages for impatriation or expatriation.

PRIVATE SECRETARIAT

The “private secretarial” department handles all work related to wealth, legal and tax planning (loan renegotiation, management of accounting, legal and tax obligations of family companies, assistance with residence transfers, administrative procedures related to wealth, etc.).

INVESTMENT SUPPORT

Our team is recognised for structuring real estate investments both by residents and non-residents. It assists its clients in the diversification of their assets (private equity, investment in start-ups, crypto-assets, historical monuments, vineyards, agricultural and forestry structures).

ART AND PHILANTHROPY

Our team has a renowned practice in art market taxation. Our team also works alongside its clients to help them carry out their philanthropic and sponsorship projects, in particular by setting up endowment funds, foundations or associations.