Wealth law & taxation

The Wealth Law & Taxation department at DELSOL Avocats primarily assists business founders, executives, shareholders, and families in defining and implementing their comprehensive wealth strategy: from structuring and securing their investments to estate planning and the transfer of their assets.

Our firm specializes in:

Wealth management consulting:

• Wealth audits,
• Family governance and family charters,
• Cryptocurrency,
• Philanthropy,
• Real estate taxation (investments, real estate OBOs, OPPCIs),
• Personal tax returns.

Business succession and estate planning:

• Pre-sale transactions for businesses (pre-sale gifts, contribution-and-sale transactions),
• Implementation of transfers under the Dutreil Pact,
• Asset structuring for leveraged transactions (LBOs, OBOs, FBOs),
• Life insurance.

International support:

• Structuring of French and foreign assets,
• Relocation : expatriation, impatriation,
• Management of exit tax and the 3% tax,
• Taxation of artists and athletes,
• Management of the French aspects of trusts.

Pre-litigation and Litigation:

• Requests for advance rulings,
• Tax regularization (domestic and offshore situations),
• Assistance with audits (ESFP, on-site visits and seizures, etc.) and tax litigation,
• Assistance with the settlement of complex/contentious estates
• Defense in tax matters within the context of complex criminal proceedings.