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.
Free shares: Are they really free?
The granting of stock options is a major tool for companies to enhance their appeal to employees and align their interests.
However, these mechanisms are complex and subject to widely varying tax systems. All too often, despite the fact that these shares are granted free of charge, significant tax liabilities and cash flow delays are to be expected.
Renting out a furnished property through an SCI: Is it a false good idea?
When purchasing a rental property, the following questions arise: Is it better to rent it out unfurnished or furnished? What are the differences between these tax regimes? How will this affect the taxes applied to my rental income?
Going Places? The Luxembourg Life Insurance Policy: A Great Investment for World Travelers
If you’re an internationally mobile individual looking for an investment vehicle that offers tax advantages, asset protection, and flexible options, look no further than a Luxembourg life insurance policy.
Exit tax: The price you pay for leaving France
France has a reputation for imposing heavy taxes on its residents, but did you know that you can even be taxed when you leave the country? Since 2011, the “exit tax,” or “exceptional contribution on the value of certain assets,” has been designed to deter wealthy individuals and companies from fleeing the country or from moving in and out of France for purely tax-related reasons. The law was, however, reformed in 2019 under President Macron, and there are ways to avoid this tax or minimize its impact.
International Mobility: International Civil Servants—A Little-Known Status with Two Sides
Do you know what a microbiologist at the European Molecular Biology Laboratory, an economist at the OECD, and an ethnologist at UNESCO have in common? All three of these professions rely on international civil servant status, and after reading this article, you’ll better understand what makes this status unique.
Business Sale: Optimizing and Achieving Wealth Management Goals
When an entrepreneur decides to sell their business, the tax authorities offer several tax options. Although the tax rate may seem high, there are ways to optimize the sale while still achieving one’s financial goals.
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