Wealth and financial engineering
Wealth and financial engineering
Entrepreneurship and heritage structuring
“Analyse and optimise legal and tax decisions”
Structuring of non-operational companies (holdings). Business creation and liberal professions.
Social protection, executive compensation and employee savings
Transmission and family
Civil and tax optimization of donations and inheritances.
Protection of the family – Foresight.
Protection of vulnerable people.
Organisation and monitoring of the Dutreil Pacts.
Taxation
Tax expertise – Optimisation and compliance. International mobility (expatriates and impatriates). Optimisation of business transfer
Financial planning
Define and track personal goals over time
“Defining a global strategy and sticking to it over time“
Prepare and optimise long-term financing projects (retirement, studies, residence, etc.). Optimise asset allocation and use of borrowings, size, rates and terms. Educate on investing, counter behavioral biases and help ensure adherence to established strategy.