SUCCESSIONS AND PRIVATE WEALTH MANAGEMENT
Our firm focuses on succession and tax planning during the lifetime of the transferor, as this allows for the most efficient structuring of legal mechanisms tailored to the value and nature of the assets intended for the next generation. However, if such planning was not conducted during the transferor’s lifetime, our firm develops the most effective strategy for the heirs, advising them on available tax exemptions and reliefs, depending on the jurisdiction in which the assets and beneficiaries are located.
Beyond estate planning, our firm also manages the settlement of estates and inheritance distribution, whether through amicable agreements or litigation. We obtain the necessary documentation, even if it must be sourced or issued abroad, relying on our extensive network of international partner firms to facilitate and expedite the process.
Our clients are typically international individuals who own medium-sized or family businesses and hold assets of considerable value, often exposed to potentially high taxation.
With our strategic and personalized approach, we ensure that wealth is preserved and transferred efficiently, in full compliance with the legal and fiscal frameworks of the relevant jurisdictions.
