Family Solutions - Wealth & Family Business: Tailored Support for Private Clients and Family Businesses

Our operational advisory services include:

• Wealth Audits: A comprehensive analysis of your personal and professional assets, considering accounting, tax, legal, and family constraints
• Valuation of Tangible and Intangible Assets: Accurate assessment of goods and rights, including compliance with foreign legal requirements
• Cross-Border Taxation of Foreign Assets: Addressing issues like double taxation on income and gains from foreign partnerships
• Tax Filings: Preparation and filing of tax declarations, as well as tax optimization strategies
• Corporate Governance and Accounting for Family Holdings: Legal and financial management for family-held businesses
• Beneficiary Clauses in Life Insurance Policies: Drafting and analysis of life insurance beneficiary clauses
• Private Loan Agreements: Drafting and reviewing private loan agreements
• Legal Security Operations: Filing for tax rulings to secure legal certainty
• Tax Audit Defense: Analysis and preparation of defense strategies in case of tax audits
• Tax Litigation: Representing clients in tax disputes before courts
• Conflictual and Judicial Inheritance Settlements: Managing complex and disputed inheritances.
• Family Support Across Life Events: Guidance through life events such as birth, marriage, separation, illness, death, family mediation, and legal protection measures

Wealth engineering advisory combines strategic analysis and creative solutions within legal frameworks to address long-term goals:

• Long-Term Planning: Preparing for retirement, business sales, or wealth transfer
• Risk Management: Structuring capital or creating shareholder agreements to manage potential risks
• Family Governance: Structuring family governance to enhance efficiency and prevent conflicts
• Customized Executive Compensation Plans: Developing bespoke compensation structures for business leaders
• Shareholder Relations Management: Facilitating healthy relationships and agreements between shareholders
• Conflict Prevention: Proactively addressing conflicts before they impact wealth
• Asset Optimization in an International Context: Maximizing management of physical, intangible, real estate, and movable assets
• Growth Financing: Advising on financing options for internal and external growth of the business

We specialise in managing the transfer of wealth—both personal and professional—whether for business sales, donations, or inheritance planning. We are experts in the use of various legal tools to optimize the transfer process:

• Dutreil Agreements: Tax-efficient transmission strategies for family businesses
• Ownership Structuring: Creating holding structures in France and internationally to optimize asset transmission
• Generation-Skipping Gifts: Structuring multigenerational gifts to ensure tax efficiency and long-term wealth preservation
• Philanthropy: Designing philanthropic projects, charitable foundations (FRUP), and donation strategies
• Trusts: Establishing and managing trusts to facilitate wealth transfer

When it comes to the liquidation and division of assets, our experts guide clients through each phase:

• Conventional and Successoral Division Agreements: Facilitating smooth asset division and avoiding conflicts
• Friendly Share Divisions: Assisting with amicable asset distribution among family members or stakeholders
• Marital Property Regime Liquidation: Simplifying the dissolution of marital property regimes under the best conditions