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Our Expertise

Tax law practice specialised in Franco-Swiss cross-border issues
  • Our Expertise

Our Franco-Swiss tax expertise at the service of your Estate

Relationships with admitted customers

Relations
with Tax Authorities

We are committed to counsel and provide guidance

Taxpayers and Tax Authorities

  • Assistance in preparing or rectifying Swiss and French tax returns
  • Assistance in dealing with the tax authorities (requests for information)
  • Assistance and monitoring, negotiation and pre-litigation of tax audits
  • Acting as an intermediary agent for non-residents, including domiciliation and representation services
  • Regularisation of tax files (spontaneous disclosure) particularly concerning the ownership of financial or property assets
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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

The Partnership approach

The partnership supports clients in managing their life projects, encompassing all critical phases of accumulating, preserving, and transferring their personal and professional assets in Switzerland, France, and internationally.

The primary focus of the firm is to assist clients in defining and implementing their wealth strategy within a Franco-Swiss and international cross-border context.

Wealth planning

  • Wealth audit, structuring and planning
  • Estate valuation and planning
  • Asset consolidation
  • Tax planning (including cross-border issues)
  • Asset protection
  • Ownership and control strategies
  • Relocation
  • Family business and governance
  • Philanthropy
  • Family office
  • Real Estate
  • Pension solutions
  • Asset diversification
  • Loans and guarantees
  • Private insurance
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Contact

Availability and responsiveness
to serve a demanding clientele

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