Tax Advisory for
Estate Planning in France

Transferring wealth is much more than a simple administrative formality. It is a process that touches the very essence of your legacy, both financially and emotionally. Whether it involves inherited wealth or assets built up over the years, it is an integral part of your story and what you wish to pass on to future generations.

Your Objectives

Wealth transfer is a complex process that requires careful planning, multidisciplinary expertise, and regular follow-up. Each situation is unique, and there is no one-size-fits-all solution. This is why personalized support is essential to optimize the transfer of your assets while respecting your wishes and maintaining family harmony. The key to a successful wealth transfer lies in anticipation, open communication with your loved ones, and implementing strategies that are specifically tailored to your situation.

Our Wealth Transfer Solutions

Tax Advisory for Optimized Succession

The challenges of wealth transfer are numerous and complex. On the one hand, there is the tax aspect, which requires minimizing inheritance taxes to preserve the maximum value of your estate. On the other hand, there is the family aspect, which involves distributing your assets equitably among your heirs while respecting your wishes and avoiding potential conflicts. A wealth management advisor will provide a holistic view to guide you more effectively.
Our wealth transfer advisory service focuses on:

An in-depth analysis of your asset situation
Identification of tax issues
Development of optimization strategies
Implementation of suitable tools
Legal and tax monitoring

Anticipation is the key when it comes to wealth transfer. OptiFi offers a personalized and comprehensive approach to understanding the tax implications of your estate transfer and preparing for it well in advance.

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Various Wealth Transfer Tools

Wealth transfer can be carried out using various legal and financial tools, each with its specific characteristics and advantages. The main instruments available include donations, life insurance, dismemberment of property, Real Estate Companies (SCI), and wills. OptiFi leverages a network of experts to provide you with a complete solution that enables an optimized transfer of your assets.

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Our Methodology

Throughout our collaboration, we involve you in every decision to define a strategy that will help you optimize your wealth development and monthly savings capacity. Our expertise in wealth transfer allows us to offer solutions tailored to your specific needs. All the solutions we propose and implement comply with regulatory standards and our code of conduct.