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Legal and tax structuring of assets

MONTEIL AVOCATS assists families (high and ultra high net worth individuals) and entrepreneurs in the appropriate structuring of their assets at each stage, from acquisition to sale or transfer. Clients may have their residence in France or out of France, and their assets may be located in France or overseas. We’ve worked primarily on the following issues:

  • portfolio and real estate structuring
  • minority shareholding structuring
  • structuring before the sale of an interest
  • wealth planning before a relocation to France or from France to overseas
  • estate planning to the spouse or to the next generation
  • implementation and day-to-day follow up of family companies
  • les « holdings animatrices »
  • implementation and day-to-day follow up of specific tax exemption regimes (e.g. wealth tax exemptions on professional assets, “Dutreil” exemptions)