Private clients

We advise our clients with the tax structuring of the ownership of their private or professional assets in order to promote growth and optimize their transfers to third parties or family members.

We assist them with their various tax reporting obligations in France (income tax, wealth tax, 3% tax).

We work closely with business managers to help them in the tax planning of their remuneration.  

Our fields of practice

Legal and tax structuring of private and professional investment operations

Transfer/Gift of businesses (Dutreil regime, Family buy-out)

Legal and tax assistance within sales of businesses (negotiation, SPAs, re-investment strategies)

Tax reporting (income tax, wealth tax, exit tax, etc.)

Estate planning (gift of bare-ownership, life insurance contracts, etc.)

Management packages / structuring of managers’ remuneration.