Private Wealth & Family Office

We assist high-net-worth individuals and families in structuring, protecting and transmitting their wealth across jurisdictions, in complex and sensitive environments.

With discretion, foresight and continuity

For decades, we have advised high-net-worth families and internationally prominent individuals on the structuring, protection and transmission of private wealth.

Our work covers cross-border asset structuring, succession planning, family governance and dispute prevention.

Our approach is discreet, multidisciplinary and relationship-driven.

We act as long-term trusted advisers, coordinating legal, tax and regulatory aspects to ensure continuity across generations while preserving flexibility and control.

Structuring cross-border transfers and gifts, family governance arrangements, and the creation of holding structures or philanthropic foundations.

Handling complex inheritance litigation, trust disputes and cross-border divorce proceedings, including issues of custody, residence and division of assets.

Designing tax structures within a compliant framework, ensuring proper reporting and disclosure, and aligning with international transparency standards.

Developing protection strategies addressing discretion, reputational risk, cybersecurity and the legal framework surrounding digital assets.

Advising on contractual and employment matters relating to household staff and private employees.

Advising on acquisitions of art and exceptional real estate, and coordinating with trusted professionals, including private bankers, notaries, art dealers, private clinics, security consultants and international advisers.

Representative matters

Structuring of Personal Investments in France for a European Business Leader

Advised a prominent European entrepreneur on the structuring and management of personal investments in France, including real estate acquisitions. The mandate involved designing asset holding structures, governance mechanisms and cross-border tax structuring, while coordinating with the client’s trusted advisers. Our support also covered residency planning, family reunification matters and nationality advisory.

Cross-Border Wealth Structuring and Real Estate Investment

Advised a high-net-worth individual on the inheritance and reinvestment of significant family assets in France. The mandate involved the design of French holding structures (including SCI and SAS), cross-border tax structuring and coordination with notaries, banks and family office managers to ensure long-term governance and operational continuity.

Cross-Border Group Restructuring and Investment Strategy

Advised a Central Asian entrepreneur on the financial restructuring of a multi-jurisdictional group, including the reorganisation of holding entities and the structuring of inbound and outbound investments in Europe. The mandate also involved strategic M&A planning and the management of complex litigation proceedings across several jurisdictions.

Our Strategic Edge

• A transversal approach combining expertise in wealth structuring, tax, family law, real estate, business and criminal law.
• Seamless coordination with the client’s trusted advisers, including private bankers, notaries, tax specialists, family offices and international counsel.
• A vetted network of trusted partners, including art advisers, real estate specialists, art experts, cybersecurity providers.
• Discreet and effective handling of sensitive matters, with a focus on continuity, asset protection and long-term stability.