Expertise
Private Clients & Family Office
Expatriation planning, wealth structuring, estate and succession planning, and personal tax litigation.
We advise high-net-worth individuals, entrepreneurs, and family offices on the full spectrum of private tax, from relocation planning to cross-border succession.
Key Services
Expatriation & International Mobility
We advise individuals and families on every tax dimension of international relocation, from pre-departure planning and exit tax analysis to installation in the destination country and ongoing compliance in both jurisdictions. Our work covers residence determination under domestic law and applicable treaties, the treatment of deferred compensation, stock options, and carried interest upon departure, and the specific implications of the France–UAE corridor, where we have developed recognized expertise. We coordinate with local counsel abroad when needed to ensure a seamless transition.
Wealth Structuring
We design and implement structures tailored to each client's personal and family situation. Personal holding companies, transparent companies, family partnerships, and investment vehicles are calibrated to the client's country of residence and long-term objectives. Our advice integrates income tax, wealth tax (IFI), and succession considerations from the outset, ensuring that the chosen structure remains efficient as circumstances evolve. For clients with assets across multiple jurisdictions, we build frameworks that account for the interaction between domestic rules and treaty provisions.
Succession & Estate Planning
We advise on the transmission of family wealth across generations, trust management, business succession and structured donations, estate planning for international families, and the tax optimization of inheritance across jurisdictions. Our team navigates the interaction between civil law constraints and tax opportunities, designing strategies that protect family assets while minimizing the overall fiscal burden. For cross-border estates, we analyze the applicable treaties and coordinate with notaries and foreign counsel to prevent double taxation and ensure compliance in every relevant jurisdiction.
Income & Wealth Taxation
We provide comprehensive advisory on the taxation of personal income and wealth, including investment income, capital gains, real estate held in France or UAE and abroad, and the wealth tax on real estate (IFI). Our advice ensures that each asset class is held and managed within the most favorable framework available under domestic law and applicable tax treaties. We also advise on the declaration obligations attached to foreign accounts, trusts, and structures, helping clients maintain full compliance while optimizing their overall tax position.
Our Approach
Our private client practice combines a 360° view of each client's situation, we consider the full picture, never a single question in isolation, and deep expertise in international tax treaties and mechanisms. This combination allows us to design solutions that hold up across jurisdictions and over time.
