Wealth

In summary… The theoretical cost of the exit tax is equivalent to 30 % of the unrealized capital gain on the securities on the day of departure (12.8 % income tax and 17.2 % […]

Discover our wealth management checklist for expatriation to secure your departure abroad. Protect your assets and avoid tax pitfalls!

Discover the best international wealth optimization strategies in 2026: tax residency, holding companies, Luxembourg assurance-vie and real estate for expatriates and wealthy families.

Discover how expatriate insurance protects against death, disability, and dependency. Strategies, contributions, taxation, and tailored advice for 2026.

Discover the allowances, scales and key strategies to optimize your family assets and inheritance tax in 2026, in France and internationally.

Discover how AI and aggregation tools like Elisyan (17,000 institutions) and Celena are transforming international wealth management for expatriates and wealthy families in 2026.

Expatriates and executives: discover the rules, calculation methods and tax pitfalls of international capital gains on securities, including exit tax and tax treaties.

Discover how to successfully manage your cross-border wealth in 2026. Protect your assets against global tax and legal challenges.

Discover 6 international wealth management strategies for expatriates and executives: tax residence, holding company, trust, Luxembourg assurance-vie and SCPI.

Retiring abroad: tax treaties, attractive countries, wealth management tools and essential steps for expatriates and wealthy families. Complete guide 2026.

A few months ago, I was assisting a client, an expatriate in Singapore, who wanted to secure part of his French real estate capital (his SCPI shares) within a Luxembourg assurance-vie contract. […]

I feel like I'm driving a Formula 1 car on a country road. This observation from an expat client in Singapore sums up the challenge of 2026: scattered assets and burdensome taxation. […]

Discover the key methods to optimize international asset management: holding companies, trusts, SCIs, assurance-vie and strategies for expatriates and wealthy families.

Understanding international estate planning: tools, tax challenges and strategies for expatriates and wealthy families wishing to secure their inheritance.

Understanding French taxation for non-residents: rates, wealth tax, capital gains, tax treaties. A complete 2026 guide to optimize your wealth management situation.

Compare the 5 main investment structures for expatriates: securities account, assurance-vie, ETFs, trusts, and holding companies. Choose the solution best suited to your profile and wealth management goals.

Asset management for non-residents: exit tax, tax treaties, savings accounts to close and international wealth optimization strategies for expatriates.

Tax optimization for expatriates: tax residence, Exit Tax, holdings and key destinations to secure and grow your international assets in 2026.