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.
IFI: What if we hit the ceiling?
Everything you need to know about the cap on the Real Estate Wealth Tax!
SAS vs. SARL: Which Legal Structure Is Best for Maximizing Your Compensation?
In this article, we examine the best legal structure for optimizing executive compensation
Free shares: the treatment of capital losses on disposal
In this article, we discuss capital losses from the sale of stock options and their impact on reducing your overall tax liability.
Transferring a Business: Optimizing and Achieving Wealth Goals
When an entrepreneur decides to sell their company, the tax authorities offer several tax options. Although the tax rate may seem high, there are ways to structure the sale to minimize tax liability while still meeting your financial goals.
Taxation of non-residents: How to Cut Investment Income Tax in Half
This case study explains how Mr. A, a non-resident with investments in France, will cut his tax bill on investment income in half.
The impatriate program in France: income tax exemption of up to 50% of compensation!
This case study explains how Mr. X, who moved from the UK to take a job with a company based in France, will earn tens of thousands of euros a year over the next eight years thanks to the impatriate tax regime.
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