Legal and fiscal advice
Optimize today, pass on tomorrow, always in the interest of your family and your business.
SERVICES

Securing, structuring, and optimising your wealth

Legal and tax advisory form the foundation of any sustainable wealth strategy. Every decision taken today has long term implications for the ownership, protection, and transfer of your assets. Our role is to provide clear, secure, and consistent guidance on these matters.

A comprehensive legal and tax approach

We conduct an in depth analysis of your personal, family, and professional situation to identify the most relevant legal and tax levers. This approach allows us to structure your wealth in full compliance with the legal framework while optimising taxation at every stage.

Tailored structuring and optimisation

We support you in selecting and implementing appropriate solutions, asset structuring, choice of ownership vehicles, wealth organisation, taxation of income and capital gains, anticipation of succession issues, and protection of family interests. Each solution is designed in line with your objectives and long term perspective.

Risk management and compliance

The legal and tax environment is constantly evolving. We ensure that your structures remain compliant and secure, integrating legislative and regulatory changes that may impact your situation.

Long term advisory

Your legal and tax strategy is never static. We provide ongoing support to adapt structures to changes in your wealth, personal circumstances, and the tax framework, ensuring consistency, efficiency, and peace of mind over time.

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Donation-sharing: Optimizing the transmission of your assets with legal and fiscal security

Donation-sharing: Optimizing the transmission of your assets with legal and fiscal security

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OBO (Owner Buy Out): Understanding the purchase of your business by yourself

OBO (Owner Buy Out): Understanding the purchase of your business by yourself

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The temporary transfer of usufruct of commercial real estate: a lever for fiscal and asset optimization

The temporary transfer of usufruct of commercial real estate: a lever for fiscal and asset optimization

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