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.
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
The dowry: why it’s essential for maximizing your donations
In France, the average age at which people inherit is now 50, compared to 30 in 1900. This is a result of the increase in
Cross-ownership of SCI shares: The ultimate tool for protecting a domestic partner
Introduction In France, cohabiting partners are vulnerable in the event of death because, unlike in marriage or a PACS,
Special provisions regarding a gift: gradual gift and residual gift
A gift is a fundamental legal and estate planning tool that allows individuals to organize the transfer of their assets during their lifetime. While a simple gift (whether in full ownership or in separate parts) is the most commonly used option, there are other types of gifts that can be tailored to meet a variety of objectives in estate planning.
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