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Wealth planning

Definition

Wealth Planning

Wealth planning is a discipline that combines law, taxation, and finance to optimise, protect, and transfer an individual’s assets.
It is intended for affluent clients, entrepreneurs, and families who wish to structure their wealth efficiently and securely, both in France and internationally.

What is wealth planning?

Wealth planning goes far beyond traditional investment management.
It is based on an in depth analysis of a client’s overall financial and personal situation, followed by the implementation of fully tailored solutions.

Key components:

  • Wealth audit: a comprehensive assessment of financial, real estate, and business assets.

  • Legal and tax strategy: selecting the most appropriate structures (holding companies, family real estate companies, wealth holding vehicles), and addressing tax and international planning issues.

  • Wealth transfer: estate planning, gifts, and family agreements.

  • Structuring private wealth during business succession or sale.

  • Holistic and multidisciplinary support: coordination among experts (lawyers, notaries, tax specialists, financial advisors).

Objective:

To structure, secure, and optimise the entire estate over the long term, both domestically and internationally.

Why use wealth planning services?

Engaging in wealth planning enables clients to:

  • Secure and protect their assets by anticipating legal and financial risks.

  • Protect their family and their long term wealth.

  • Prepare the transfer of assets while reducing inheritance related tax burdens.

  • Efficiently structure both their professional and private wealth.

Benefits of wealth planning

  • Multidisciplinary expertise: combining legal, tax, and financial knowledge to deliver comprehensive solutions.

  • Tailored strategies: designed for each client’s specific needs and objectives.

  • Long term vision: anticipating economic and regulatory developments.

  • Holistic approach: considering all aspects of a client’s wealth, both in France and abroad.

In brief – Wealth planning

  • Wealth planning brings together legal, tax, and financial expertise to optimise, protect, and transfer assets.

  • It is intended for affluent clients, entrepreneurs, and families with substantial wealth.

  • Key services: wealth audit, legal and tax structuring, estate planning, coordination with specialised advisors.

  • Objective: to structure, secure, and grow wealth over the long term.

  • Benefits: personalised strategies, holistic perspective, legal and tax protection, and expert support.