French and International Wealth Structuring & Tax Advisory
“Tailored structuring for cross-border wealth”
Our firm advises international families, entrepreneurs, investors, and family offices on the structuring, protection and transfer of their wealth in an international context.
We operate in complex legal and tax environments, where each decision requires a refined, comprehensive and fully controlled approach.
Our Approach
We advise on both tax aspects and legal/civil law aspects of cross-border wealth, with an integrated and preventive approach:
Our Services
Services and Support
- Structuring and planning their wealth in France and abroad
- Managing the tax burden on their income (rental income, dividends, capital gains, professional income)
- Structuring cross-border income streams, particularly for families living in multiple jurisdictions
- Planning wealth transfers, regardless of the country of residence
- Managing changes in tax residency in a secure manner
- Benefiting from advantageous regimes (inbound expatriate regime, tax treaties)
- Anticipating and managing international successions
- Advising on cross-border divorce matters
- Understanding and reporting foreign structures (trusts, foundations, foreign companies)
Scope of Intervention
- Tax aspects (double taxation, income tax, wealth tax, inheritance and gift tax)
- Legal and civil aspects (applicable law, spousal protection, blended families, etc.)
- Understanding and declaring foreign structures (trusts, foundations)
Case Studies
Living across multiple countries… without tax complexity
Wealth advisory and tax planning for families and executives with interests in multiple countries.
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A French executive relocates to the United States. A Franco-Colombian couple prepares a return to Europe. A family based between Paris, Miami and Madrid earns income in several jurisdictions. Key questions quickly arise: Where am I actually a tax resident? Will I be taxed twice? How should I structure my income to avoid inconsistencies? What are the risks if my situation is not fully compliant? At these critical stages, we act as an international wealth architect. We analyze, structure, and simplify, enabling our clients to make informed decisions with confidence and security.
Key Contributions:
- Detailed tax residency analysis and application of bilateral tax treaties
- Structuring wealth flows to eliminate double taxation risks
- Turnkey compliance support for international assets and reporting
Wealth structuring prior to transfer
Structuring international wealth transfer strategies for families with complex assets and holdings.
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A parent wishes to transfer an asset in France to children living abroad, or a blended family seeks to protect each member in an international succession context. We design strategies taking into account local taxation, applicable civil and inheritance law, spousal protection, and overall wealth coherence.
Key Contributions:
- Analysis of applicable succession law to prevent civil conflicts
- Tax structuring of cross-border donations and inheritances
- Civil and economic protection of heirs and spouses
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