Manager Training

Strengthen the wealth and tax expertise of professionals

The increasing complexity of tax, legal, and wealth management rules, particularly in an international context, requires wealth and finance professionals to maintain a high level of competence and up-to-date knowledge.
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Why train managers?

Managers are on the front line in supporting clients facing complex wealth situations. Insufficient mastery of tax and cross-border issues can expose both clients and professionals to significant risks.
Secure wealth and tax recommendations
Strengthen credibility and expertise with clients
Anticipate non-compliance and litigation risks
Master cross-border and international challenges
Develop a comprehensive and consistent wealth approach

Training Areas

Our training covers essential wealth management topics, with a particular focus on international and high-value situations.
01.

International Wealth Taxation

Principles of comparative taxation, tax treaties, complex cross-border situations.
02.

International Mobility and Tax Residence Transfer

Analysis of residence criteria, securing departures from France, Exit Tax, and reclassification risks.
03.

International Gifts and Inheritances

Tax and civil treatment of transfers in a Franco-Swiss and international context.
04.

Wealth Structuring and Holding Vehicles

Analysis of wealth structures (holdings, SCI, trusts, foundations) and their tax impacts.
05.

Tax News and Case Law

Deciphering legislative and jurisprudential developments impacting wealth management.

Our approach

We favor a pragmatic and interactive teaching approach, based on real-life situations encountered in practice. Our methodology is structured around five principles:
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Needs Analysis

Identification of participants’ expectations and skill levels.

Tailor-made Content

Development of training adapted to professions and encountered challenges.

Operational Approach

Concrete case studies, practical examples, and feedback.

Interactivity

Discussions, Q sessions, and targeted in-depth analysis.

Continuous Updates

Integration of the latest tax and regulatory developments.