International Investment & Asset Management

The internationalisation of individuals, companies and assets, combined with greater transparency of tax information at a global level, major legislative and regulatory changes and harmonisation of rules, makes it even more necessary than before for our clients to be well advised.

Our lawyers are at your side and accompany you from the start to the finish line.

The creation, structuring and organisation, management, protection and defence, transfer and disposal of assets in this context require both a civil and tax law approach and a knowledge of the international environment.

For this reason, our lawyers serving our clients have multidisciplinary skills (wealth and individual taxation, corporate law, inheritance law, family law, real estate law, private international law) that enable them to offer the best solutions with a global and long-term vision in this ever changing environment.

Our specific and recognised expertise, our tailor-made advice, our availability, our impartiality and reactivity allow us to accompany French and international clients in their financial investments, investments in real estate, cryptocurrencies, gold, wine, forests, etc.

We are always ready to listen to any questions that may arise on an international level and offer you first-class and personalised advice by relying on a network of specialised international lawyers. We also support our clients in diversifying their existing assets.

Thus, in the field of asset management and high net worth individuals, it is essential to analyse the client’s profile (type and nature of assets, personal and professional situation) in order to be able to give advice in the best possible way. Our competences and our long experience in tax and wealth law enable us to offer you a tailor-made service. Our lawyers will help you identify your needs (real estate investment, profitability, preparation for retirement, transfer of assets, taking risks, increasing savings, etc.) and help you implement the recommended solutions in collaboration with private banks, asset management companies, notaries, family offices, etc. And above all, we never forget the human and family dimension.

We support our clients in the management of their properties and, as estate agents, take on sales mandates and advise them on the sale.

Particularly experienced in the specificities of the Anglo-Saxon world (e.g. organisation of assets through trusts) and private international law, we act for non-residents in the organisation and estate planning of their real estate investments in France, as well as in the acquisition and disposal of yachts.

Our clients

Our team supports a diverse range of clients including:

  • Individuals and families
  • Family offices
  • Private banks and insurance companies
  • Private customers
  • Trustee of trusts
  • Business executives
  • French and international groups
  • Investment funds
  • Joint ventures between French and foreign persons
  • Foreign players investing in France or French clients investing abroad