The decisions that save the most in taxes are made years before the key moment: the sale, retirement, or inheritance. By the time that moment arrives, it’s already too late to plan.
Most business owners are unclear about the line between their personal assets and those of their company. This confusion leads to tax structures that are poorly designed, precisely when the most money is at stake.
Wealth planning involves organizing—with a technical approach and a long-term perspective—corporate structures, business succession, gifts, and capital gains. It’s not about last-minute fixes, but about taking the time to do it right.
We designed a holding company structure that differs from standard arrangements and optimizes the taxation of dividends and the future sale of the company.
We plan the succession with the applicable ISD reductions, ensuring that the succession does not eat into the business.
We calculate the donation of money or real estate to children to minimize inheritance tax and capital gains tax, as well as the taxation on the sale of a business, apartment, or investment property.
You speak directly with the attorney who designs your structure, with no middlemen. 95% of business owners stick with us after the first meeting.
We don't just optimize a single financial year: we organize your assets for the moment that truly matters (sale, retirement, inheritance).
48 years of experience and a measurable approach: every decision is quantified in terms of actual tax savings.
A tax attorney will review your situation and suggest a structure that protects what you’ve built.
