Private Clients

From structuring to transfer of assets, our legal, financial and tax expertise will serve your long term projects

The members of ARCHERS’ Private Clients department have been advising individuals whether French or foreign residents, business directors and family offices for over twenty years.

Our lawyer’s experience, recognized both in the areas of tax and civil law, enables us to provide guidance to individuals for advisory services in and for implementing the legal and tax tools necessary to the organisation and transfer of their private and professional assets.

The team’s practice benefits from all of the cross-disciplinary skills and synergies enabling them to provide which is tailored to each situation, and to analyse, design, organise and implement technical, bespoke and high-performance solutions.

Il this perspective, we can incorporate into our service package the skills of notaries and/or private bankers, where required.

APPROACH AND METHODOLOGY

 

Benefitting from cross-disciplinary experience acquired in different industrial or commercial, real estate or financial sectors, the members of our team have developed special relationships with the directors and officers they advise, their companies and executive management.
Our lawyers always apply themselves to maintining a consistent balance between the personal situation of executives and their families and that of their businesses.

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Our lawyers’ practice focuses essentially on the following areas:

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— All issues pertaining to the holding, management and organisation of family owned structures (shareholders’ agreements, Dutreil pacts, setting up family holding companies, complex agreements)
— Organisation of capital-transfers (prior structuring, operational organisation)
— Maximizing tax efficiency of the legal regime of directors and officers (organising the tax liabilities on flows and of the various taxes encumbering estate)
— Management package structuring
— Assistance and representation for tax audits and litigation of individuals

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