Wealth protection and succession

Building wealth, protecting it and passing it on calls for an overall, long-term strategy that brings together civil law, company law and tax. Succession, in particular, needs to be prepared years in advance.

We help private clients and business owners define and implement this strategy, preserving family harmony and the continuity of their wealth on the most favourable tax terms.

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Our work includes, in particular:

• Choosing holding structures (non-trading companies, family holding companies)
• Protecting your spouse and family
• Gifts, gift-partitions and split ownership
• French and international estates
• The Dutreil pact for the transfer of a business