Strategy and Wealth Restructuring

Strategy and Wealth Restructuring in Taxation involves organizing and optimizing the management of wealth to maximize its profitability, reduce tax pressure, and ensure its transmission under the best conditions.

It relies on several levers:

• Tax optimization of income and wealth by choosing the appropriate structures (holding companies, property division, life insurance, etc.).
• Transmission and succession strategies, designed to minimize gift and inheritance taxes while preserving the interests of beneficiaries.
• Investment structuring, taking into account local and international tax laws to secure both movable and immovable assets.
• Support for expatriates and non-residents, to anticipate the tax impacts of changing residence and avoid double taxation.
• Balancing between income and capital, based on needs and changes in tax regulations.

A personalized approach and careful planning help optimize wealth management while ensuring its sustainability and safe transmission.