Assets & real estate
Protecting and enhancing directors’ assets through appropriate tax strategies
Our multidisciplinary corporate and tax law team specialises in assisting company directors and real estate investors in structuring and optimising their assets. We advise our clients on the choice of the structures best suited to their projects, whether real estate investments or the transmission of their personal and professional assets.
We implement personalised tax solutions for wealth planning that meet each client’s specific needs. Whether in the context of real estate investments or company acquisitions or sales, we offer effective strategies such as the use of holding companies, LBOs or OBOS to maximise tax optimisation. Our lawyers also work in close collaboration with the firm’s other teams, including the Corporate M&A department, to safeguard complex estate transfer operations (e.g. Pacte Dutreil).
Our solutions make it possible not only to optimise tax planning for investment projects, but also to safeguard the terms of sale or purchase of business assets or companies, while ensuring the compliance and efficiency of the transactions.
Areas of focus
- Directors’ asset structuring
- Structuring of asset transmission projects (Pacte Dutreil)
- Tax planning of real estate investments and sales/acquisitions
- Structuring and optimisation of investment mechanisms (holdings, LBOs, OBOs)
- Safeguarding of ordinary and exceptional asset transactions