Wealth planning

Vaslin Associes assists resident and non-resident clients to create, improve and protect their wealth and organize its transfer to the next generations.

 

Our services can be delivered at every step of the wealth management: from investment, structuring and management to divestment and disposal, regarding real estate, financial, industrial or private equity assets.

 

Vaslin Associés is particularly active in the area of transfers of businesses, where we help a substantial number of family businesses to deal with this important step and to achieve it in the most effective way.

Services

  • Legal and tax structuring of private and business assets
  • Legal and tax structuring of acquisitions and disposals
  • Tax and estate planning of transfers of assets (donations, wills, estate planning, lasting powers of attorney (mandats de protection futur) and posthumous powers of attorney (mandats posthumes))
  • Business transfers (“Pacte Dutreil”, family buyouts)
  • Family governance and corporate governance
  • Philanthropy
  • Advise around ownership structures (holding companies, real estate companies, tax wrappers, etc.)
  • Transfer of residence outside or toward France
  • Assistance with tax audits and litigation, tax returns (income tax, real estate wealth tax, real estate capital gains, “exit tax”, gift and estate tax)