Faced with the internationalization and diversification of wealth, we are capable of solving the legal, wealth, and tax issues encountered by our clients, to whom we offer a full range of services.
LYPAGE FAMILY OFFICE does not engage in wealth management or asset allocation, and is thus not in competition with banks or third-party managers with whom the firm collaborates.
LYPAGE FAMILY OFFICE primarily handles cross-border legal, wealth, and tax issues, particularly involving France, Switzerland, Monaco, the Benelux countries, and the UK, but also Dubai, Singapore, and the United States.
We are able to assist our clients when transferring their domicile to Switzerland, the UK, Belgium, Luxembourg, Portugal, Spain, Italy, Greece, Dubai, and Singapore.
We determine the most appropriate wealth, tax, optimization, protection, and wealth transfer strategies with our clients according to their needs.
We conduct wealth assessments taking all parameters into account to structure or restructure our clients’ wealth, whether the structure is domestic or international, and assist them throughout the process of setting up holding companies or restructuring assets, whether through companies, trusts, or life insurance. If necessary, we collaborate with external professionals such as accountants, portfolio analysts, financial planners, insurance companies, and other experts to meet the family’s specific needs.
We assist our clients with structuring the acquisition of aircraft, yachts, or real estate, including the financing of these assets.
We have a network of experts in most countries, enabling us to support our clients over the long term and in implementing the legal and tax strategies and solutions we recommend, regardless of the country involved.
In a world made complex by the increasing number and overlap of regulations related to compliance, we centralize and consolidate the information required by financial institutions and professionals subject to these regulations in the framework of their KYC processes.
We also manage the administrative aspects related to clients’ assets, including accounting, record-keeping, transaction monitoring, cost and transaction control, and the production of financial reports.
We pool our experiences as lawyers and our networks to provide creative solutions, offering a fresh perspective on complex family issues with civil, legal, or international tax dimensions. Our mission goes beyond simple advisory, as we represent the client’s interests in resolving the difficulty and implementing the solutions.
Finally, we assist families in establishing and managing family governance, and educating family members, particularly those of the future generation, to help them develop an understanding of the challenges of wealth management, tax, and succession issues.