Legal Structuring and Governance

INSCIO Avocats assists Family Offices in the implementation of legal structures adapted to the management of complex and diversified assets. We intervene on issues of family governance, the creation of holding companies, shareholders’ agreements and intergenerational structuring.

Investment taxation

Our firm advises Family Offices on the taxation applicable to real estate, financial, agricultural or international investments. We optimise tax flows, secure arrangements and anticipate regulatory changes.

Transmission and sustainability of heritage

We are involved in the preparation of the transfer of family assets: donations, inheritances, dismemberment of property, Dutreil pacts, and intergenerational structuring. The objective is to preserve the unity of the heritage while respecting the wishes of the family.

Strategic and confidential support

INSCIO Avocats offers tailor-made, confidential and strategic support, in conjunction with the other Family Office advisors (notaries, chartered accountants, asset managers).

Examples of interventions

  • Structuring of a Family Office around a patrimonial holding company
  • Tax advice on international investments
  • Establishment of family governance
  • Support in the intra family transmission.