Case Studies
Explore our insights and advice on wealth management
Our Case Studies - Real-Life Situations, Practical Solutions
Wealth management analyses based on real-life scenarios, clearly explained to help you understand, make decisions, and plan for technical issues in the following areas:
legal,
financial and
tax-related.
Some are also written in English for our international clients.
Each article is based on a concrete and realistic case study drawn from actual situations encountered by our clients.
* Each case is anonymized and presented for informational purposes only. Since everyone’s financial situation is unique, these examples are not a substitute for personalized guidance.
Primary residence: Capital gains tax exemption is not a right—it’s proof!
Selling your primary residence without paying capital gains tax: every homeowner knows this rule. However,
This tax exemption, which allows €100,000 to be passed on tax-free, will expire in 2026
With inheritance tax rates of up to 45% for direct descendants and up to 55% for collateral relatives, the question of tax optimization
The Civil Report on Gifts: How Can You Truly Give to Your Children Without Risk?
The civil settlement of an estate is a process that involves including all gifts made during the lifetime of the
Like bamboo, the Dutreil pact bends… but does not break.
Against a backdrop in which the large-scale transfer of wealth by baby boomers is shaping up to be a major turning point for the French economy, the pact
Optimized Estate Planning: How Forests Can Reduce Your Estate Taxes
Passing on one's estate is a process that is both essential and sensitive, involving a mix of family considerations and tax issues.
International Inheritance and Gifts: When Inheritances Cross Borders
International mobility has never been greater. People’s life paths now span multiple countries: residence
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