Wealth management is a crucial issue for many taxpayers, and taxation plays a decisive role in this process.
Both rooted in the present and oriented towards the future, your assets must be managed within a long‑term strategy, drawing on expertise in law, tax, valuation and transactions.
Our firm’s tax team will assist you in defining your strategy, both in a domestic and international context, in matters relating to income tax, real estate wealth tax, transfer of assets and sale/acquisition, as well as in civil law aspects at every stage of life (matrimonial property regimes, gifts, estate administration, etc.).
We design tailor‑made solutions adapted to your situation and implement the recommended measures to protect your assets, your business and your loved ones.
We advise in particular on:
- Structuring movable and real estate assets, in particular through the choice of asset holding structures;
- Planning for the transfer and protection of assets;
- Optimizing your income;
- Choosing the appropriate tax regimes;
- Optimizing income derived from assets; Diversifying assets;
- Long-term planning;
- Handling all reporting obligations (income tax returns, real estate wealth tax, 3% tax, foreign account reporting, trust declarations, etc.).
