France can be a tax haven for internationally mobile families. France is also a sophisticated financial marketplace where individuals have access to professional wealth management tools.

It is our daily experience that sound investment combined with proper tax planning in a healthy legal environment allows wealth to grow freely and quickly.

Unquestionably, the main tax planning tools in France are Tax Sheltered Bonds (often conceived as life insurance products, but not always), Tax Deferral Schemes (holding companies in France or elsewhere) and the New Tax Shield. Additional tools such as deductible investments or deferred ownership may be used to increase the efficiency of French tax planning.

We have a long experience in designing tax planning schemes for mobile families and we always pay attention to ensuring that our solutions create the conditions for a seamless move to another country at any time, if desired.

Whether for a few grands or for dozens of million euros, there exist tax protected schemes in which financial investments can be freely arbitraged with no interfering tax considerations. Proper planning facilitates investment decisions without long-term tax-related commitments.

The French property market has not grown as quickly as in most neighbouring countries. A variety of tax-efficient tools provide access to the property market for tailored, reactive investment into office space, commercial, industrial or residential property (see our « property investment » section).

If you are a non-resident and intend to move to France, we will cooperate with your existing tax and investment advisors to prepare your move in the best conditions possible; if you contact us early enough, there is an incredible number of tax planning opportunities that will reconcile you with French 'red tape' and will make you look at income tax, wealth tax, property tax and inheritance or gift tax very differently.

If you are a resident already, we will audit your existing investments and suggest appropriate tax-sheltered structures where you will manage your projects with optimal freedom and minimal tax.

Our planning philosophy is to start from your annual needs, analyze your lifestyle, projects and family situation; we then design an optimal tax 'lanscape' for your wealth. Of course, we are not investment advisors and we prefer working with your existing wealth managers. If needed, we can also suggest appropriate, independent wealth managers, and we use English-speaking, reactive notaries for certain transactions.

You are welcome to contact us with a brief description of your project or problem and we will be happy to confidentially provide our initial views.

Advice is provided in full and strict compliance with applicable french laws, including the applicable rules of confidentiality and privilege of exchanges between client and attorneys in France (« avocats »).