Family Office, Ingénierie patrimoniale

Wealth engineering assignments

Wealth engineering assignments allow you to deal with the complex questions you are confronted with:

Have the benefits of the holding company for the management and transmission of your assets been fully explored?

Is the dedicated funds technique correctly employed?

As an entrepreneur, have you put your shareholding in a legally and fiscally suitable framework?

To what extent should recourse to debt be preferred to the use of equity capital?

Helping you to realise your projects

From a more global perspective, our team is able to assist you with the realisation of your personal or family projects:

Handing over your company

Succession planning

Legal structuring

Fiscal optimisation

Management of stock-option plans

Planning international succession

Creation of tax shelters for prosperous individuals

Analysis of international tax agreements...

Complementary financial planning services

You can also benefit from complementary financial planning services:

Development of personalised performance indicators offering a consolidated view of the total assets (liquid and non-liquid)

Preparation of tax declarations

Support with the accountancy, social, legal and administrative aspects of your estate management companies.