Asset strategy and management

  • Stratégie et gestion patrimoniale

    Personal and business assets transfer
    (implementation of lock-up agreement Dutreil, sales and contributions, retirement)

  • Social and tax contributions
    analysis of the company executive’s situation

  • Analysis of business assets / active holding companies

  • Analysis of various tax exemption systems
    for income tax and wealth tax

  • Simulations of financial consequences of tax options

  • Assistance in implementing impatriate / expatriate systems

  • 7

    Management and optimisation of stock options and free shares
    in national and international environment

  • 8

    Management of tax domiciliation and formal requirements
    (leaving / returning to France)

  • 9

    Asset strategy in international environment (application of international tax treaties, working together with Nexia International’s members )

  • Tax assistance for gifts and inheritance in conjunction
    with our clients’ notaries and solicitors

  • 11

    Tax assistance during the termination of job contracts,
    company officer mandates, divorces, etc.


  • Income tax and wealth tax returns (residents and non-residents)
  • Exit tax returns
  • Regularisation of international undeclared accounts
    (tax cost simulation, filing amended tax returns and following up the regularisation proceedings before the French tax authorities)
  • Event-based trusts and annual tax returns
  • Gifts and inheritance tax retuns
juliePersonal asset tax