Our clients

Private clients

We assist families, high and ultra high net worth individuals with the following projects or needs:

• wealth structuring
• estate planning
• assistance with tax audits
• voluntary disclosure procedure regarding offshore assets
• transfer of tax domicile

Entrepreneurs and family businesses

We assist managers in the following topics:

• wealth strategy before the sale or the transfer of family companies
• management of specific wealth tax exemptions (“Dutreil” regime, professional assets, tax capping due to capitalization solutions etc.)
• real estate or financial investment projects
• incentive and profit sharing schemes

Financial institutions

We assist private banks and family offices to:

• audit their product offering and identify potential tax risks
• structure tax compliant and efficient products/solutions
• train their employees on tax and legal issues during workshops