WEALTH TAX

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We guide entrepreneurs, managers and families in devising and implementing their strategies for acquiring, selling, transferring and optimising their assets.

Our firm intervenes at every stage to maximise the value of assets and ensure the most efficient tax management. Thanks to a personalised approach, our teams develop tailor-made solutions that meet our clients’ specific needs, while complying with the legal obligations.

Our expertises
Acquisition, disposal and reclassification of assets
Acquisition, disposal and reclassification of assets
Tax deferral (150-0 B TER)
Tax deferral (150-0 B TER)
Transfer of business assets (Pacte Dutreil)
Transfer of business assets (Pacte Dutreil)
Estate Planning
Estate Planning
Income tax and IFI returns
Income tax and IFI returns
International taxation
International taxation
Property / Real estate taxation
Property / Real estate taxation
Exit tax
Exit tax
3% Tax, Trust
3% Tax, Trust
Team
Thierry
DE LORGERIL
Partner
Valérie
GUÉLÉ
Partner
Edwige
MICHAUDEL
Partner
Michel
SARMONT
Partner
Guillaume
ARRIGHI
Counsel
Stéphanie
LE GUILLAS
Lawyer
Alain
LIPMANN
Lawyer
Latest News
21.03.2025 -

Finance Law 2025

Morning event organized by Bretlim Fortuny, W Assur, and Groupe Excel Presqu'île at the Château des Tourelles in Pornichet.