THE FIRM’S
AREAS OF EXPERTISE

Wealth management

Drawing on the considerable expertise of the firm’s lawyers in legal and tax matters, the firm regularly assists business leaders with their wealth and taxation affairs and business ownership transfers.

  • Assistance with the completion of IFI (property wealth tax) returns
  • Implementation of “Dutreil pacts” to facilitate family business transfers
  • Wealth transfer optimisation studies (gifts, assignments, split ownership)
  • Establishment of (family) asset-holding companies
  • Implementation of contribution-transfer (apport-cession) schemes
  • Feasibility studies on transferring tax domiciles abroad

Examples of
thes firm’s recent activities


  • Advising a transferor on the organisation of the transfer of their wine estate (gift-transfer of shares in the operating company)
  • Advising a transferor on the organisation of the transfer of their wine merchant company (contribution of the shares to a holding company and implementation of a “Dutreil pact”)
  • Assisting a majority shareholder and the management team of a company specialising

Need assistance
in business and tax law or wine estate transactions ?