An estate to be organised within a complex legal and tax framework
Wealth management and transfer today take place in an environment marked by:
- a constantly evolving tax system, both at the federal and regional levels;
- an increasing diversification of assets (real estate, companies, investments, cash);
- sometimes complex family structures;
- increased challenges of governance, protection, and continuity.
In this context, proactive and coherent wealth structuring is essential to secure assets and organize their transfer.
comprehensive support for hotel projects
Concordes Avocats supports its clients throughout the lifecycle of hotel (tourist accommodations) and real estate projects, particularly in terms of:
- legal and regulatory structuring of projects;
- acquisitions, sales, and restructuring of assets;
- changes of use, renovations, and rehabilitations of existing buildings;
- regulatory compliance (urban planning, fire safety, accommodation);
- assistance during inspections and relations with the competent authorities;
- support for the operation and risk management.
Structuring and organising assets
Concordes Avocats supports its clients in the design and implementation of tailored wealth structures, particularly in the areas of:
- structuring holdings and wealth vehicles;
- organizing the ownership of professional and private assets, real estate and personal property;
- articulation between entrepreneurial wealth and family wealth;
- family governance and organization of powers (extra-judicial mandate, etc.);
- legal coordination between the different wealth entities.
The goal is to create a clear, efficient, and adaptable wealth architecture.
Expert legal and tax optimisation
The Legal Family Office service incorporates a secure wealth optimization approach based on:
- the analysis of tax impacts in the short, medium, and long term;
- taxation of income from movable and immovable property ;
- the taxation of companies and their leaders;
- anticipating tax and litigation risks;
- compliance with applicable rules and administrative practices.
This approach prioritizes legal security and the sustainability of the solutions implemented.
