Expertise and Experience
Tax Residency Transfers
We provide comprehensive support when relocating to France (tax regime for expatriates for senior executives, business leaders, football players).
We have expertise in negotiating tax lump sums (expense-based taxation in Switzerland), having assisted many wealthy families in all aspects of their relocation, including real estate, schools, and insurance.
We have supported many entrepreneurs relocating to Switzerland in finance or trading (regular taxation).
In these same conditions, together with our correspondents, we have supported clients in their residency transfers to the UK, Luxembourg, Belgium, Italy (Italian lump sum), Greece (Greek lump sum and pensioner regime), Malta, Mauritius, and Dubai.
Structuring and Acquiring Real Estate in France or Switzerland:
- Determining the financial structure, seeking banking support, and presenting the financing file
- Analyzing fiscal impacts
- Setting up the appropriate structure (SCI or capital company…)
- Issues related to wealth transfer
Wealth Analysis:
- Comprehensive 360-degree wealth analysis and transfer strategy
- Determining the legal and tax organization
- Managing civil law application issues
Setting Up Wealth Structures:
- Creating and managing holding structures (France, Switzerland, Luxembourg) depending on the relevance and economic substance of the project
- French or Monegasque real estate civil companies
- French or Swiss trusts
- Foundations
- French or Luxembourg life insurance policies
Family Governance:
Setting up procedures, charters, or structures for family governance needs in large families.
Philanthropy:
- Establishing foundations (under the Foundation of France) and donation funds
- Setting up Swiss charitable foundations and participating in foundation boards
International Restructurings:
- Mergers
- Transfer of headquarters
Monitoring of Financial Assets:
- Monitoring and controlling costs and transactions
- Consolidated reporting of assets and liabilities
Administrative and Accounting Assistance and Monitoring:
- Centralizing and consolidating the information required in KYC procedures
- Legal and tax management of SCI
- Monitoring requests from various tax authorities and managing compliance obligations