LEGAL AND FISCAL ENGINEERING
Family Partners helps its clients optimize their wealth and find the solutions best suited for their professional and family situations from a legal and fiscal viewpoint.
REGARDLESS OF THEIR CURRENT SITUATIONS OR FUTURE PLANS IN FRANCE OR ABROAD,
FAMILY PARTNERS WILL FIND THE SOLUTIONS BEST SUITED TO EACH FAMILY
BY IMPLEMENTING OPTIMIZED SOLUTIONS.
Family Partners ensures that its clients’ wealth structure perfectly suits their expectations and plans, both in France and abroad.
LEGAL AND
TAX ADVISING
Various simulations
• Donations, successions, investments
• Acquisitions, yields, redemptions, current accounts
• Income tax, wealth tax, investments, individual and corporate taxation
Search for the best wealth solutions
and assistance with the correct implementation of the solutions selected.
LEGAL AND TAX
MONITORING AND SUPPORT
Drafting and revision of legal documents
Company incorporation documents/amendments, commercial leases, architect agreements, shareholders’ agreements, transfers of shares, amendments to preliminary contracts, documentation for private equity investments…
Optimization
• Creation, acquisition, possession,
• Structuring and transmission of wealth.
Advising
• On preliminary contracts, acquisitions/sales of real estate,
• Donations, gifts by hand, successions, etc.
Tax declarations/returns
WEALTH ASSESSMENT
Analysis of the financial and patrimonial position
• Collection and analysis of all documents pertaining to wealth-related matters (tax declarations/returns, company incorporation documents, marriage contracts, etc.),
• Meetings with the partner families’ usual external advisors and contacts (lawyers, notaries, accountants, etc.)
Preparation of a specifications file based on meetings and discussions with clients and their loved ones to precisely identify their current expectations, needs and plans.
LONG TERM
ASSISTANCE
Day-to-day assistance
Updating of contracts and monitoring in light of changes in legal interpretation and legislation
Discussions and regular contact with the families and their usual advisors to best meet their needs and goals.
