Legal advice for executives: Wealth diversification and investor taxation

Structuring and securing your investments

Diversifying one’s assets is a strategic step for any manager. Whether it is real estate, agricultural, financial or innovative sector investments, each project raises specific legal and tax issues. INSCIO Avocats assists you in structuring, securing and optimising your investments, considering your profile, your objectives and your professional environment.

Investor taxation: anticipating, arbitrating, optimising

Our firm intervenes for:

  • Analysis of the applicable tax regime: property income, capital gains, dividends, agricultural income, etc.
  • Tax optimisation: choice of tax regime, structuring via holding company, SCI, agricultural company, etc.
  • Securing operations: compliance of assemblies, documentation of flows, anticipation of controls
  • Wealth transfer: taxation of gifts, Dutreil pacts, dismemberment, intergenerational structuring

A global and personalized approach

Our support is based on a transversal vision of the manager’s assets:

  • Articulation between professional and personal assets
  • Considering sectoral constraints (industry, tech, transport, agriculture, etc.)
  • Constant regulatory and tax monitoring
  • Collaboration with your usual advisors (accountants, notaries, asset managers)

Examples of interventions

  • Creation of a holding company to bring together shareholdings
  • Structuring of a rental property investment via an SCI with corporate income tax
  • Acquisition of agricultural land with farmer status or rural lease
  • Investment in innovative start-ups with minority stake