April 3, 2026
In summary… The transfer of large sums of capital in 2026 can no longer rely on simple legal allowances. For significant estates, tax and legal optimization requires a hybrid structure: use […]
March 30, 2026
Expatriate executives: discover how to secure and maximize your international assets through wealth management strategies tailored to your complex tax situation.
March 25, 2026
A few weeks ago, a client, the head of a mid-sized company in Lyon, contacted me about the upcoming "tax burden." His concern? His asset holding company, which serves as the central hub for his investments. […]
March 24, 2026
In summary… In 2026, leaving cash sitting idle in a holding company's current account is a poor asset management strategy. Between persistent inflation and market volatility, optimization relies on… […]
March 23, 2026
In summary… The trade-off between dividends and salary isn't an accounting decision, it's a lifestyle choice. In 2026, prioritizing salary will secure your social security and retirement, while the […]
March 11, 2026
In summary… The illusion of stable wealth: why yesterday's strategy is tomorrow's risk. A few weeks ago, during an audit at our Lyon offices, a manager […]
