Family Office


We can insure your income tax returns and provide the best advice to optimize your situation.

Income optimisation

Thanks to the knowledge of your personal file and your entity, we are able to offer you adapted and optimized solutions.


We can make a diagnosis of your situation in order to anticipate your decisions and improve your future situation and that of your relatives.

Transmission strategy

We support you in implementing and, above all, optimizing your transmission strategy, whether it is free of charge and/or onerous and setting up the most favourable legal structure in advance.


We can manage your statements and can help you guide and anticipate the next ones.

Protection of the CEO

Thanks to our knowledge of your personal situation and that of your entity, we are able to offer you the most appropriate solutions for your benefit and that of your entity.

Dutreil Agreement

We ensure the implementation and management of the various acts necessary to optimize a transmission free of charge (succession, donation), or your ISF by taking advantage of a 75% abatement.

Family Office