Our expertise, your peace of mind

International Private Wealth Tax & Legal Management Practice

Our services

TAX^wise offers a full range of tax and legal wealth planning services to French and international clients.

TAX^wise implements the objectives of its clients by providing inventive solutions through the organization of family companies, life insurance, foundations, property stripping...

Means for wealth preservation and optimization

TAX^wise offers integrated services providing long-term thinking and short-term responsiveness in multi-jurisdictional tax and legal planning.

Typical services rendered include:

Questions of tax residence or domicile, conventional optimization mechanisms, tax aspects related to departure from or return to France (exit tax, income tax, social security contributions, ...);
Advice (including due diligence) for family offices or private or executive clients, with a view to applying the latest legal and tax techniques;
Planning the acquisition or disposal of real estate assets, organization of the holding of real estate assets, aspects related to the taxation of real estate capital gains, ...;
Assistance and tax planning in matters of wealth tax and 3% tax;
Assistance in the context of tax audits and tax disputes.

Gift and Estate Strategies

TAX^wise focus on delivering high expertise services in the estate and gift laws, whether tax or legal in a domestic or cross-border context, while preserving the ultimate family objectives of the client.
At every stage of the preparation/ administration of an estate, our attorneys are attuned to available planning opportunities to foster our clients’ interests. TAX^wise successfully represented clients in various types of estate litigation and complex tax and legal audits and/or court proceedings.

Typical services rendered include:

Wealth transfer, strategies aimed at reducing taxes on inheritance, gift, income and capital gains;
Settlement of estates in a cross-border context in coordination with foreign counsels;
Conflicts of law - French inheritance law;
Enforcement of foreign trusts and wills in France;
Preparation and drafting of French wills, assistance in disputes relating to wills and trusts.

International mobility

Tax regimes related to expatriation / impatriation;
Organisation of international remuneration (split-payrolls...);
Executive compensation & benefits plans, stock options/free shares, pension plans in an international context.

Monegasque law

We developed an extensive expertise in Monegasque legal and tax matters.

Typical services rendered include:

Tax residence or domicile issues, tax treaties optimization mechanisms, …;
Advice (including due diligence) for family offices and companies operating from Monaco;
Real estate acquisition or disposal planning, control retained ownership transmission, shareholding and capital gain sharing organization, registration duties;
Taxation in the Franco-Monegasque context (application of tax treaties, specific exemptions linked to residence in Monaco with regard to income from French sources or wealth, …).