Wealth Advisory

Grow your wealth

We support business owners, executives, and families with their international wealth management issues: tax residency transfers, Exit Tax, and cross-border worker taxation. An independent and personalized approach to secure your decisions.
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Why wealth advisory?

Wealth management goes beyond the selection of financial investments. Without comprehensive structuring, assets can become a source of tax inefficiency, legal fragility, and major difficulties at key life moments.
Comprehensive and coherent vision of your private and professional assets
Optimize taxation within a secure framework, including cross-border situations
Secure your wealth against personal, professional, and regulatory uncertainties
Anticipate retirement and transmission within a controlled framework
Make informed decisions during structural changes: international mobility, business sale, family evolution

Areas of wealth advisory

Our support covers all essential wealth management topics, with particular expertise in international and cross-border matters.
01.

Global wealth analysis

Consolidated view of private and professional wealth to develop a coherent strategy tailored to your unique situation.
02.

Tax residency transfer

Support for departures from France and relocations abroad, with full securing of the change of tax residence.
03.

Exit Tax

Analysis of liability, anticipation of tax consequences, and support with reporting obligations and deferral mechanisms.
04.

Taxation of cross-border business owners

Structuring and support for executives residing in one State and holding a business or shareholdings in another.
05.

International tax optimization

Coordination of domestic rules and applicable tax treaties to maximize the efficiency of your international wealth.
06.

Wealth structuring and organization

Legal and wealth organization tailored to long-term objectives and the lasting protection of your assets.
07.

Estate planning and transmission

Anticipating and securing the transmission of family and professional wealth within an optimized legal and tax framework.

Our approach

We favor a rigorous, transparent, and adaptive approach, built on a lasting relationship of trust. Our methodology is structured around five stages:
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Comprehensive situation analysis

Detailed study of private and professional wealth, tax, family, and international situation.

Definition of life goals

Family protection, wealth growth, retirement preparation, transmission, international mobility plans.

Development of a personalized wealth strategy

Building coherent solutions integrating residency transfer, Exit Tax, and cross-border business owner taxation considerations.

Implementation of recommendations

Coordination with the various legal, tax, and financial professionals.

Ongoing monitoring and adjustments

Lasting support to adapt the strategy to personal, wealth-related, and regulatory changes.