Family and management assets

This service supports customers in all legal and property-related aspects of their lives. Our dedicated team supports you in your family, legal and tax affairs, from advice to drafting of deeds, while taking into account the specificities of your wealth and family situation.
Our teams of legal experts also help families deal with the challenges of holding and passing on their assets, and taxing their wealth.
Family reunification, as well as foreign elements in a context of internationalization, are subjects for which our experts will be able to offer you lasting solutions.
Our wealth manager, supported by a team of in-house and external experts (notary, tax lawyer, chartered accountant), will help you to develop and enhance your private and professional assets: on the basis of a comprehensive wealth assessment, she will work with you to devise solutions that will be implemented within the department.
Depending on the needs of your case, the department works with the International Law and Corporate Law departments to address all your issues.

Our team is at the heart of your anticipation and organization concerns in areas such as :

• Inheritance: inheritance, drafting of wills, gifts (simple, shared, trans-generational), dismemberments (usufruct/ bare ownership), Dutreil pacts, etc.
• Matrimonial regimes: PACS, union libre, marriage contract, change of matrimonial regime, declaration of applicable law, divorce, liquidation of matrimonial regime
• Protecting your nearest and dearest (spouse, family): drafting beneficiary clauses (life or death insurance policies), future protection or posthumous mandates
• Simple or full adoption
• Consent to PMA
• Wealth structuring: creation and management of family corporate structures, analysis and diversification of your private assets
• Taxation: advice on inheritance tax (deferred and fractional payment), restructuring your financial assets
• Assistance with expatriation and impatriation, with the International Law department
• Philanthropy and art