Organise, pass on, and protect your estate over the long term.

Whether you are an executive, an entrepreneur, a family shareholder, or the owner of a complex estate, we can help you structure, transfer, and protect what you have built, taking into account your personal, family, and professional goals.

We work closely with your notary, your private banker, and your advisors —or ours—to provide you with a coherent, secure, and sustainable plan.

Managing and Passing On Your Estate

Organise Your Assets

  • Structuring your equity interests in advance of a capital transaction or a sale (contribution-sale, personal holding company, gift prior to sale, etc.) 
  • Organising your financial, real estate, or business assets
  • Selecting appropriate holding vehicles

Passing on and growing your wealth

  • Gifts and intergenerational transfers (Dutreil pact, partition gifts, gifts with reserved usufruct, split ownership, etc.) 
  • Family governance and family shareholder agreements (allocation of authority among shareholders, balance between successors and non-successors, and preserving family harmony regarding the business estate) 
  • Preserving family balance 

Optimise your wealth position

  • Analysis of tax impacts
  • Structuring of flows and holdings
  • Anticipating the risks of reclassification 
  • Support in France and internationally

Our Role

To help you build a clear, effective, and sustainable wealth management strategy tailored to both your interests and those of your family.