Income and wealth planning
Income and wealth planning
I assist individuals in structuring and optimizing their income and assets, according to their projects, objectives, and specific needs.
Structuring strategies for income from French or foreign sources
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Professional income and incentive plans.
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Management and executive remuneration.
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Real estate and financial income/ gains.
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Wealth tax capping.
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Quotient system, etc.
Structuring strategies for real estate and financial investments
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Choice of the most appropriate structure for residents and non-residents depending on their project (acquisition, conservation, growth, divestment and transfer).
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Setting up and configuring the investment tool.
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Legal and tax monitoring of day-to-day investment administration:
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Setting up the structure's accounts (in collaboration with a certified accountant).
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Preparation of annual legal formalities (e.g. accounts approvals).
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Preparation of annual tax formalities (e.g. form 2072).
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Artworks assets, sponsorship and philanthropy
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Legal and tax support for holders of artworks and collectibles.
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Creation/modification of associations and foundations.
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Structuration of non-profit organizations in an international context (income tax and gratuitous transfer taxes).
Expertises
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