Protecting you
and protecting your assets
![Protecting you |[and] protecting [your] assets](/sites/default/files/styles/380x380/public/2024-07/expertise2022-patrimoine-full.jpg.webp?itok=XbN88Coo)
How to protect yourself and your family? How to plan for the transfer of your estate to your heirs under the best legal and tax conditions?
While your personal and financial situation continues to evolve, so does the surrounding legal and tax environment. That's why it is essential to regularly assess both the risks and opportunities associated with holding and passing on your wealth.
Our wealth engineering experts will work with you to analyze your situation, develop and implement strategies tailored to your objectives, and provide the regular monitoring needed to maintain their effectiveness.
Your challenges
- Anticipating the consequences of life accidents (death, divorce, disability)
- Planning the transmission of your wealth to your heirs
- Organizing and executing a smooth transfer of family business ownership
Our expertise
Civil family law, incapacity law, estate planning and gift law, family corporate structures, life insurance law, future protection mandate, posthumous mandate, fiducie (French-style trust), estate tax, family business transfers