We support you in building, managing, optimizing, and transferring your wealth, taking into account your objectives and profile.
Through an in-depth wealth audit, we identify the best opportunities to structure and grow your assets, whether through real estate investment, stock market investments, private equity, life insurance, or crypto-assets.
Our expertise also extends to project financing, including bank negotiations, fundraising, and alternative financing solutions.
Our firm provides high-performance legal and tax solutions to structure and optimize your taxation, whether through the choice of investment vehicles (SCI IS/IR, family SARL, limited partnerships, etc.) or appropriate tax schemes (LMNP/LMP, short-term rental, etc.).
We also offer practical legal solutions to convert assets into cash flow, notably through Owner Buy-Out (OBO) mechanisms and Lombard loans.
Finally, we provide tailor-made legal strategies to anticipate succession planning and minimize inheritance tax impacts, ensuring a smooth transfer of both personal and professional assets.
With a comprehensive and personalized approach, our firm guides you in every strategic decision to protect, grow, and transfer your wealth with confidence. Our goal is to help you maximize investment returns while reducing your tax burden.