Wealth and succession planning

Gifts and successions

Anticipating transfers, gift and inheritance taxes and the treaties applicable between France and Switzerland.

Wealth and succession planning

Anticipating transfers, gift and inheritance taxes and the treaties applicable between France and Switzerland.

Going further

Related areas.

Organisation of the holding of your assets, directly or through structures, under Swiss and French law.

Ways of holding real estate, personally or through a company, and tax consequences on purchase, during holding and on resale.

Tax treatment of trusts and foundations, recognition in Switzerland and France and reporting obligations of settlors and beneficiaries.

Holding, transfer and international movement of works of art: wealth tax and successions.

Structuring of your philanthropic projects: foundations, cross-border donations and tax advantages.

Complete review of your wealth situation to identify risks, omitted obligations and opportunities.

Tax preparation of the transfer of your business within the family, in Switzerland and in France.

CTAX

Set out your situation in a confidential appointment. We answer with precision, under Swiss as well as French law.

Law firm in Geneva · 35, rue des Bains, 1205 Geneva · Monday to Friday