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ANALYSIS AND ADVICE

Organized around a team of international lawyers specializing in taxation and corporate law (Le Cabinet Fontaneau), we carry out a complete and confidential analysis.
Each heritage has its own history and reflects the years of its construction. Personal objectives must be clearly identified and then prioritized and the constraints understood (family situation, transmission, performance objective, risk tolerance, investment horizons, non-transferable assets, etc.).
Developing the right alchemy between the different components of a heritage to optimize its management requires a legal, fiscal, financial and inheritance approach to its constituent elements, this is our first objective.

THE PATRIMONY ORGANIZATION

The resolutely legal and fiscal orientation of our teams allows us very easily to move from the analysis and recommendations phase to the phase of setting up or reorganizing the recommended structures.

ASSISTANCE AND PATRIMONY MONITORING

This activity covers a wide variety of areas:

• assistance in tax declarations and relations with administrations,
• real estate engineering and consulting in terms of purchase, sale and management,
• financial engineering and consulting,
• support in the purchase and sale of businesses,
• support during the purchase or sale of works of art ….

In each of these areas, our experts meet the conditions imposed by professional regulations:

• Membership of the Paris, Nice and Zurich Bars,
• Holder of professional Real Estate Management and Transactions cards,
• Member of the FNAIM – CGAIM,
• Real estate expert with the Chamber of Experts FNAIM,
• Financial Investment Advisor – CIF,
• Insurance Operation Broker – COA,
• Intermediary in Banking Operations and Payment Services – COBSP,
• Member of the CNCEF association approved by the AMF and holder of approval and an ORIAS number).

DEFENSE AND PROTECTION

All patrimony is unfortunately subject to numerous threats and attacks. The lawyers we rely on are obviously experienced in handling litigation, particularly in tax matters, nationally and internationally.
But above all, we seek to avoid these pitfalls through anticipation, the choice of suitable French or foreign structures and insurance.