BERGEOT PAOLI
Partners

Tax law practice specialised in Franco-Swiss cross-border issues

dedicated to providing Legal, Estate and Wealth planning counsel for institutional, entrepreneurs and private clients in Switzerland and worldwide

Taylored counsel designed to meet the unique needs of our clients

From its Swiss offices, BERGEOT PAOLI Partners advises and assists entrepreneurs, family businesses, family offices and, more broadly, private clients with their tax and wealth issues, both in a national and Franco-Swiss cross-border environment, all while navigating an ever-evolving tax international landscape.

BERGEOT PAOLI Partners serves as a single point of contact for investors engaged in Franco-Swiss projects, ensuring seamless support throughout their process.

The firm works with a network of recognized experts (notaries, chartered accountants, asset managers, private banks, family offices) to provide a turnkey, personalized service.

Leveraging our cross-border French and Swiss tax knowledge to enhance your Estate and Wealth

Personal Taxation

We provide a comprehensive overview of personal taxation from a Franco-Swiss viewpoint

Business taxation

Our tax expertise at the service of your cross-border and international affairs

Investment
and Real Estate Taxation

You manage your investments and property, we anticipate their tax implications

Expatriation
and Relocation

We provide assistance with tax, property, and administrative aspects prior to your departure

Relations
with Tax Authorities

We are committed to counsel and provide guidance

Estate
and Wealth Planning

We provide a personalised, turnkey service that encompasses all facets of wealth management, including civil, administrative, legal, and tax-related matters

Make an appointment

Make an appointment online

Schedule a consultation with one of our experts

The Partners

Driven by values of excellence and a shared vision,

François-Laurent PAOLI, and Antoine BERGEOT, founded the firm BERGEOT PAOLI Partners.

François-Laurent PAOLI

Managing Partner • Swiss National

François-Laurent holds a Master’s degree in Advanced Tax Law from the University of Paris Dauphine and a Master’s degree in Economics from the University of Paris Panthéon-Assas. He is also a Civil Engineer graduate from the Geneva School of Engineering. He has acquired over ten years of solid experience in tax law, both in Switzerland and France, focusing on cross-border Franco-Swiss wealth management issues.

Passionate about entrepreneurship, Real Estate investments, and wealth management, he pursued his career as a Wealth Planner in a Family Office in Switzerland before co-founding the firm BERGEOT PAOLI Partners.

Antoine BERGEOT

Partner • French National

Antoine holds a Master’s degree in Private Law and a Diploma in French Notarial Law from the University of Paris Panthéon-Assas. He also has a Master’s degree in Business Strategies from the University of Paris Panthéon-Assas and is a graduate of the Paris Institute of Business Law. With over twenty (20) years of experience as a Notary in France, Antoine is an expert in complex tax matters, Estate planning and inheritance, as well as Real Estate (structuring, transactions, financing). More specifically, Antoine has developed Franco-Swiss tax and estate planning expertise.

Antoine is Attorney-at-law and member of the Paris Bar.

Contact

Availability and responsiveness

to serve a demanding clientele

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BERGEOT PAOLI Partners