Private Wealth Law
Our lawyers can help you with every strategic decision relating to your assets: business transfers, Dutreil pacts, holdings, real estate, sponsorship... In conjunction with your advisors, we structure, secure and perpetuate what you have built.
Our lawyers' skills
Our lawyers can help you make every asset management decision, from succession to taxation, real estate and governance. A comprehensive approach designed to preserve the value of your assets.
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Transferring your business: preserving what you've built
Transferring your business is a major decision.
Our lawyers are with you every step of the way, helping you to choose the right scheme (sale, gift, LBO, holding company, etc.), anticipate risks and ensure a secure legal and tax framework.
You gain in clarity and efficiency.
Pacte Dutreil: anticipate to reduce taxes
Transferring a business under a Pacte Dutreil can reduce transfer duties by up to 75%.
However, the Pacte Dutreil is subject to strict conditions, particularly in terms of holding period and management.
Our lawyers can help you to activate the Pacte Dutreil several years before the transfer, under conditions that are secure and in line with your wealth strategy.
Holding company: manage and transfer assets with agility
Creating or reorganizing an asset holding company is a way of structuring your assets, facilitating their transfer or optimizing your tax situation.
Our lawyers can advise you on the right set-up: choice of structure, tax regime, financial flows, governance...
You gain greater clarity, security and efficiency in the management of your professional and private assets.
Real estate: structuring, passing on, optimizing
Holding real estate assets raises specific tax, inheritance and legal issues.
Our lawyers can help you structure your investments (SCI, dismemberment, holding, furnished rental, etc.), organize their transfer and anticipate their tax impact.
You can be sure of making the right choices, and avoid fragile or inappropriate arrangements.
Family governance: avoiding tensions, preserving balance
When assets are transferred or shared, it's best to have a clear framework.
We can help you draw up partnership agreements, family charters or governance agreements.
Objective: anticipate conflicts, organize decision-making powers and secure the rules of the game.
You protect the family bond and shared assets.
Succession and dependence
Our lawyers can help you anticipate and manage life's accidents, as well as the consequences of divorce or death.
These situations can be prepared for by means of a marriage contract, a will, a mandate for future protection or adapted statutory clauses.
When a death occurs, we provide comprehensive legal and tax advice to help the family choose the best solutions for inheritance and division, in order to reduce costs and avoid family tensions.
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Frequently Asked
Questions
The sooner the better. A well-prepared business transfer takes place over several years, particularly if you wish to benefit from a Pacte Dutreil or organize a family transfer.
This will enable you to optimize taxation, choose the right scheme (donation, sale, LBO, etc.) and set a clear framework for your heirs or successors.
The asset holding company enables you to combine and manage various assets (shareholdings in subsidiaries, real estate or financial assets) in a tax-efficient way. The animating holding company performs a genuine mission of governance for its subsidiaries, which - if well documented - enables it to benefit from even more significant tax advantages.
Our lawyers can advise and support you in the actual structuring of your holding company.
Yes, it's essential. In the event of an accident or loss of capacity, the absence of a mandate can block the management of your assets and your business.
The future protection mandate enables you to anticipate and designate in advance the person who will act on your behalf, within a secure legal framework.
The Pacte Dutreil considerably reduces gift or inheritance tax on company shares (up to 75% exemption). On the other hand, it imposes strict conditions: length of holding period, collective commitment, management functions, etc. It must be prepared with care to avoid being called into question.
The FBN (Family Business Network) is an international organization that supports family businesses in their development, governance and inheritance. Jaberson is a partner of the FBN Méditerranée and assists numerous family businesses with their legal, tax and wealth management issues, in line with their history and values.
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