Wealth structuring vehicles

Structuring and holding your wealth securely

Asset holding is a central issue in any wealth management strategy, particularly in an international context. The choice of wealth management vehicles determines taxation, asset protection, succession, and wealth governance.
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Why use wealth management vehicles?

Holding significant or international wealth without an adapted structure can generate significant risks: tax inefficiency, succession complexity, family conflicts, or excessive exposure to creditors.
Organizing the holding of private and professional assets
Separating ownership, control, and enjoyment
Optimizing holding, income, and transfer taxes
Protecting wealth against economic and family risks
Preparing for succession within a secure and anticipated framework

Areas of Expertise

We work with all types of wealth management vehicles, with particular expertise in cross-border and international situations.
01.

Investment companies

Structuring and support for holding companies (civil or commercial) to organize wealth management, succession, and protection.
02.

Holding companies

Establishment of holding companies in France or abroad for the holding of professional assets, optimization of financial flows, and preparation for disposal or transfer operations.
03.

Real estate investment companies (SCI)

Analysis and structuring of real estate holdings, taking into account tax constraints, particularly in an international context.
04.

Trusts and foundations

Support in understanding the structuring and tax consequences of trusts and foundations, particularly for international families.
05.

International holding vehicles

Structuring vehicles adapted to the holding of assets located abroad, in coordination with applicable tax treaties.

Our approach

We favor a pragmatic and secure approach, based on a perfect understanding of legal, tax, and family issues. Our methodology is structured around five steps:
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Analysis of the wealth situation

Detailed study of assets held, their holding method, and the tax and family situation.

Definition of objectives

Asset protection, tax optimization, governance, succession, international mobility.

Choice and structuring of vehicles

Selection of the most suitable vehicles with regard to objectives, regulatory constraints, and tax treaties.

Implementation

Coordination with legal, tax, and financial advisors to ensure compliant and secure implementation.

Monitoring and adaptation

Long-term support to adjust structures to changes in wealth, family, and regulations.