Private and family assets

• Structuring and protecting personal and family assets

• Optimizing the transfer of assets (gifts, inheritances, life insurance, inheritance agreements)

• Matrimonial property regimes and planning in case of divorce or separation

• Property management (primary residence, secondary residence, rental property)
  

Personal and international taxation

• Optimizing income and wealth taxation

• Choice of tax residence and international mobility

• Tax treaty between states (avoiding double taxation)

• Specific exemptions and schemes (Pinel, Malraux, expatriates, repatriates, etc.)
  

Professional and entrepreneurial assets

• Corporate structuring (holding companies, subsidiaries, civil law companies, trusts, foundations)

• Business transfer (donation, sale, Dutreil agreement, LBO)

• Optimizing executive compensation (dividends, salaries, benefits in kind)

• Exit or disposal of assets (capital gains, taxation of disposals, reinvestment)
  

Financial and real estate investments

• Asset allocation (shares, bonds, private equity, life insurance, Luxembourg funds, etc.)

• Direct real estate investment or via investment vehicles (SCI, real estate investment trusts, OPCI, SCPI)

• Financing and leverage (asset-based loans, international refinancing)

• Tax arbitrage between investments (net return after taxes)
  

Protection and foresight

• Optimization through life insurance, Luxembourg contracts, and income protection insurance

• Protection of the spouse and heirs

• Tax optimization and risk coverage tools (health insurance, long-term care, death)

• Strategies for preparing for retirement and anticipating future needs