Wealth, family and international succession
A comprehensive approach for families, business leaders and investors
Protecting wealth, planning its transfer and safeguarding family interests require a rigorous legal approach combining anticipation, discretion and a long-term perspective.
Our law firms in Bordeaux and Porto assist clients with the organisation, protection and transfer of their personal and business assets in France and Portugal. Where several jurisdictions are involved, our teams coordinate the relevant professionals across the European Union to ensure that the chosen solutions are consistent and secure.
Every client benefits from a single point of contact, responsible for managing the entire matter and coordinating, where necessary, notaries, accountants, tax advisers, private banks, family offices and other specialist advisers.
A comprehensive view of your wealth
Every effective wealth strategy rests on a comprehensive understanding of the client's situation.
Residence, nationality, family composition, property ownership, company shareholdings, financial investments and plans for transferring assets are analysed together to identify the priority issues and the most appropriate solutions.
Our aim is to provide a clear understanding of the legal, wealth and succession implications of the decisions being considered, in a context often shaped by the international mobility of people and capital.
Aligning personal wealth and business interests
Wealth management cannot be separated from its owner's economic and business circumstances.
An inheritance, gift, separation, incapacity or changes in family circumstances can directly affect ownership of a business, governance of a corporate group or the preservation of strategic assets.
Drawing on their combined expertise in business law and wealth management, our law firms ensure full consistency between clients' family, wealth and professional interests.
Preparing and safeguarding the transfer of assets
Passing on wealth is a major concern for families and business leaders.
Our teams assist clients with transfer strategies, asset organisation, protection of spouses and loved ones, and anticipation of the civil law, wealth and tax implications of their chosen arrangements.
Where interests are located in France and Portugal, we coordinate the necessary steps with notaries and other professionals to ensure consistent legal documentation and the proper interaction of the rules applicable in each country.
French–Portuguese expertise for international wealth
Wealth matters involving several countries require particularly thorough analysis.
Our law firms have recognised experience in matters involving French residents in Portugal, Portuguese residents in France, international families, investors and business leaders with assets in several jurisdictions.
This cross-border approach enables us to offer secure solutions tailored to our clients' long-term objectives and compliant with the requirements of the legal systems concerned.
Our areas of practice
- Organisation and protection of personal and business assets.
- Structuring and ownership of property assets in France and Portugal.
- Wealth transfer and succession planning.
- Gifts, inheritance and protection of spouses and loved ones.
- Coordination with notaries, accountants and other specialist advisers.
- Analysis of the wealth implications of owning or transferring a business.
- Structuring investments and company shareholdings.
- Support for international families and cross-border situations.
- Coordination of wealth matters involving France, Portugal and the other Member States of the European Union.
A relationship based on trust and confidentiality
Wealth matters often touch on the most important decisions in personal and professional life. They call for attentive listening, complete confidentiality and a long-term strategic perspective.
Our law firms are committed to providing each client with tailored support combining legal expertise, an understanding of family concerns and command of international issues, so that wealth can be preserved, enhanced and passed on under the best possible conditions.