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.
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.
Death and Furnished Rentals: Inheritance, Taxation, and Tax Planning.
In this case study, we will examine the consequences of the death of a taxpayer subject to the professional furnished rental status, the resulting tax implications, and a solution to mitigate them.
Should you buy or rent your primary residence?
We will examine the case of Mr. Patrimoine, who plans to move to Paris for a certain period of time. He wants to know which option is more advantageous: buying or renting a home.
Retirement: Which approach is best for ensuring a smooth transition under the best possible conditions?
This case study explains how Ms. X and Mr. Y can choose among the available legal options to ensure a smooth transition into retirement.
Do you have a question, a project, or just want to chat?
Every financial situation is unique. Whether you’re looking for initial guidance, want to explore your options further, or need long-term support,the Culture Patrimoine team is here to help.
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