Our team regularly advises entrepreneurs and families on structuring, securing and developing their private, professional and real estate assets over the long term.
Our lawyers provide strategic and operational support both in France and abroad, combining their expertise for a comprehensive study of projects:
Legal and tax structuring
– Strategic assistance in the selection and management of legal and tax structuring memoranda for operations
– Financial modeling of legal, tax and asset structuring procedures
Succession planning
– Anticipation of inheritance in the context of all types of estate planning procedures
– Or settlement of any disputes that may arise
– Working with notaries to present a distribution plan that safeguards the family’s interests and facilitates the transfer of business assets.
Real estate (asset and property management)
– Structuring of real estate assets in line with overall asset strategy
– Assistance with property management, acquisitions, disposals and financing.
Family governance
– Advice on intergenerational transmission through family involvement in asset management
– Setting up a supervisory board
– Determining rules of governance within the framework of a partnership agreement
Private equity
– Diversification of client portfolios by acquiring equity and quasi-equity stakes in unlisted French and European SMEs and ETIs,
– Contribution and sale
– Reinvestment mechanisms
Investment – Life insurance
– Identification of client needs in consultation with the entire Family Office team
– Asset diversification
– Stripping of capitalization contracts