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Our clients

Private clients

We assist families, high and ultra high net worth individuals with the following projects or needs:

  • wealth structuring
  • estate planning
  • assistance with tax audits
  • voluntary disclosure procedure regarding offshore assets
  • transfer of tax domicile

Entrepreneurs and family businesses

We assist managers in the following topics:

  • wealth strategy before the sale or the transfer of family companies
  • management of specific wealth tax exemptions (“Dutreil” regime, professional assets, tax capping due to capitalization solutions etc.)
  • real estate or financial investment projects
  • incentive and profit sharing schemes

Financial institutions

We assist private banks and family offices to:

  • audit their product offering and identify potential tax risks
  • structure tax compliant and efficient products/solutions
  • train their employees on tax and legal issues during workshops