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Expertise and
strategies
REAL ESTATE
- Optimising the sale of your real estate assets: main home, second home, rental property, etc.
- Analysing the structuring and means of financing the acquisition of such assets.
- Assistance for town planning/commercial town planning operations, etc.
- Creating leases, legal and tax analysis of withdrawal arrangements.
- Drawing up building leases, professionnal leases and residential leases.
- Real estate development support.
Download the ALTHÉMIS Selling and Buying Real Estate Guide in 5 key Steps
FamilY
- Structuring your union: marriage contracts, partnerships, cohabitation, etc.
- Protecting your spouse or partner: marriage contracts, changes of matrimonial property regime, gifts between spouses, wills, etc.
- Estate planning and successions: donations, partition, wills, advance waivers of an heir's right to an action in abatement, strategies to protect future generations, adoptions, etc.
- Dependency risk prevention and support for close family members: wills, future protection mandates, mandates with posthumous effect, etc.
Download the ALTHÉMIS Guide on the Key Phases of the Estate Settlement
PRIVATE CLIENTS AND ASSET MANAGEMENT
- Tax optimisation: personal or business asset restructuring, tax sheller schemes, etc.
- Division of property: acquisitions where title is separated from usufruct, temporary usufruct, transfer of bare ownership or usufruct, etc.
- Adaptation of the matrimonial property regime: modification of the regime, insertion of spouse protection clauses, etc.
- Dedicated donations: donations, inter-vivos distribution, inter-generation inter-vivos distribution, gradual donations, residual donations, etc.
- Life insurance: configuration of policies, drafting of beneficiary clauses, advice on various options when cashing in the policy, etc.
- Family companies: analysis of the corporate object and drawing up articles of association, tax options, etc.
CORPORATE AFFAIRS - ADVISING BUSINESS MANAGERS
- Formation of companies: choice of legal form, tax options, etc.
- Company or group restructuring: mergers, demergers, partial contributions of assets, spinning off activities into subsidiaries, coordination of holding companies, etc.
- Business transfers: donations and inter-vivos distribution, "Dutreil Pact", transformations, intra-family disposals, etc.
- Transfers of shares, customer and business capital: negotiations, drafting of agreements, liability guarantees, etc.
- Corporate secretariat and related services: company transformations, capital increases and reductions, transfers of registered offices, etc.
- Dependency risk prevention: future protection mandates, mandates with posthumous effect, wills, etc.
- Analysis and optimisation of the personal assets of entrepreneurs: matrimonial property regimes, life insurance, immunity of personal real estate assets from seizure, etc.
international SUPPORT
- International estate and tax planning: advance planning and support strategies for succession settlements, etc.
- Matrimonial property regimes and alien elements: adapting marriage contracts, declarations of governing laws, etc.
- Legal and tax assistance for expatriation and relocation, etc.
- Analysis of trust and fiduciary structures and their legal and tax consequences in France, etc.
- Structuring cross-border acquisitions: abroad by a French resident or in France by a non-resident, etc.