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Wealth Management
Organizing and defining an efficient wealth management strategy that creates value for oneself or for a family-owned business are the main concerns of key business leaders and high net-worth individuals.
Any wealth management strategy is shaped by the given economic and tax framework, and the specific professional and family background of each individual concerned.
The efficiency of such strategies depends on having a comprehensive view beforehand of an individual’s assets by means of carrying out an audit, and subsequently having the ability to manage the impact of putting in place recommendations, whether reversible or not, while taking into account changes that could occur along the way.
Whether in relation to an objective to manage assets or cash flows, or protect or transfer one’s assets, any wealth management strategy requires use of technical means, in the form of a contract (as varied as a change in matrimonial regime, gift giving, division of property, drafting a will, a post-mortem mandate or even a lasting power of attorney) or of a structural nature (the choice of incorporation of a civil or commercial company, establishing a foundation, a custodial agreement or testamentary trust) and implementing financial investments in the appropriate legal and tax framework (particularly, through a French or foreign incorporated company, in the contractual framework of a French or Luxembourg law life insurance policy, or even use of tax envelopes such as stock savings plans).
A key player in wealth management, OPLEO Avocats works alongside its clients, both French and non-French tax residents, in identifying objectives and constraints, and puts in place personalized tools in order to have a comprehensive and transverse understanding of their personal and professional assets.
We advise key business leaders and high net-worth individuals in their wealth management strategies, from managing assets and revenue to protecting such assets and their transfer, both in France and in cross-border situations.
In addition, we also assist our clients with their tax filing requirements and in managing their dealings with the tax and labor authorities, emphasizing regular dialogue and contact, even in litigious situations.
While our clients are thoroughly capable in their own professional environment, they often require assistance when it comes to wealth management. Value creation in this context no longer only depends on their talent, but rather on multiple external factors that need to be identified in advance. To avoid risks and recommend opportunities, we believe it is essential to take a comprehensive and cross-disciplinary approach and establish trust through working closely and proactively with our clients on such matters.
A core activity of the Firm, clients benefit from a team of experts in personal taxation who have thorough knowledge of the wealth management legal issues at stake, particularly French civil law considerations for individuals. They also have the essential interpersonal and communication skills to successfully complete such assignments.