Wealth management strategies

Our clients are highly diverse: as are their needs and requirements. We work hard to make sure we understand every client’s own objectives and needs, in order to deliver personalised advice and tailored wealth-management solutions.

Our experience and know-how

We develop and implement tailored strategies built around protecting and managing your assets, as well as ensuring their security for the next generation. Such strategies can be driven by various objectives, including:

  • defining and valuing property, financial and other assets
  • identifying additional sources of income, to be accessed now or in the future
  • tax optimisation of both income and assets
  • safeguarding the interests of your family, in a way that matches your own specific needs
  • succession planning
  • business transfers
  • optimising income and asset structuring for entrepreneurs

More specifically, our expertise and experience in tax law, together with our international insights, are invaluable in assisting clients in those aspects of domestic and international tax planning so essential to effective wealth management.

Our approach

  • We listen, engage, and make sure we understand precisely what you need – making your objectives, concerns and expectations our own
  • We undertake a full assessment of your assets and income to help you to understand and optimise your financial position
  • We design tailored and flexible strategies, taking into account any factors that might impact these
  • We can assist in organising and managing every stage of our recommendations, including putting you in touch with notaries, lawyers, banks and insurers, as required
  • We are proactive in following up on our solutions and advice, supporting you in making any adjustments or recommendations, and in identifying new opportunities to consolidate your resources.

Examples of what we can do for you, your family, or your business

  • We are proactive in developing tax-management solutions in respect of your income, assets and capital gains
  • We offer full support to individuals, families and businesses moving from or relocating to France – whether as a result of company relocation, inbound investment, or succession planning
  • We provide full investment research services and analysis, as well as legal advisory and tax planning support, for direct private investments and assets managed through family holdings / investment companies
  • We offer full support and assistance in the preparation of French income tax and wealth tax returns