Wealth management is a crucial issue for many taxpayers, and taxation plays a decisive role in this process.
Both rooted in the present and focused on the future, your wealth is part of a long-term strategy and requires expertise in law, taxation, valuation and transactions.
Our firm's tax team will assist you in defining your strategy, both nationally and internationally, in terms of income tax, property tax, transfer and sale/acquisition, as well as civil matters at every stage of life (matrimonial property regimes, gifts, inheritance settlements, etc.).
We develop personalised solutions tailored to your situation and implement the recommended measures to protect your assets, your business and your loved ones.
We specialise in:
- The structuring of movable and immovable assets, in particular through the choice of asset ownership structures;
- Preparing for the transfer and protection of assets;
- Optimising your income;
- Choosing tax regimes;
- Optimising income from assets;
- Diversifying assets;
- Long-term planning;
- Handling all reporting obligations (income tax returns, IFI, 3% tax, foreign accounts, trust declarations, etc.).
