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Wealth and estate planning

08/03/2012


Wealth planning is a challenging business

In today’s world people move around ever more freely, families are often fragmented and investments are spread across the globe. More than ever before, wealth planning requires in-depth, specialist expertise, in areas ranging from inheritance and marriage contracts to taxation through its domestic and international implementation.

To name just a few of the challenges, an adviser must be capable of dealing with the specific planning needs of stepfamilies and other blended families, organizing retirement abroad, and selecting suitable investment vehicles outside France.

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CMS_BFL_Projets_patrimoniaux_Mars 2012
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Authors

Portrait ofOlivier de Saint Chaffray
Olivier de Saint Chaffray
Partner
Paris
Portrait ofPierre Dedieu
Pierre Dedieu
Partner
Paris
Portrait ofFrançois Hellio
François Hellio
Partner
Paris
Portrait ofChristophe Lefaillet
Christophe Lefaillet
Partner
Paris
Portrait ofLuc Jaillais
Luc Jaillais
Partner
Paris
Portrait ofJulien Saïac
Julien Saiac
Partner
Paris
Sylvie Lerond
Lionel Lenczner
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