The Balmont blog
International Tax & Wealth Management News
April 3, 2026
April 3, 2026
Discover how to anticipate international wealth risks: exit tax, double taxation, real estate, retirement. Expert guide for expatriates and executives.
April 3, 2026
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 […]
April 2, 2026
April 2, 2026
For a self-employed professional or a business owner, choosing the right wealth management strategy is never a simple decision. Between tax pressures, inheritance issues, international mobility, and constant change, the challenges are numerous. […]
April 1, 2026
April 1, 2026
Choosing the right legal structure for relocating your assets abroad is a major strategic decision. Between foreign holding companies and companies in tax-advantaged jurisdictions, the options are numerous and complex. […]
April 1, 2026
April 1, 2026
Managing one's assets from abroad is a complex reality that many expatriates discover the hard way. Between unfamiliar reporting obligations, residual French taxes, and neglected estate planning, mistakes can be very costly. […]
March 31, 2026
March 31, 2026
In summary… The Swiss lump-sum tax is often presented as a miracle solution for wealthy expatriates. However, this system includes strict conditions and does not exempt all types of assets. Between the tax […]
March 31, 2026
March 31, 2026
In summary… Managing assets spread across multiple countries presents a major challenge for expatriates and wealthy families. Between the risks of double taxation, conflicting inheritance laws, and complex tax regulations, a […]
March 30, 2026
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 27, 2026
March 27, 2026
Expatriation radically transforms the management of your assets. Between tax treaties, exit tax and international investments, you navigate a legal labyrinth where each decision can cost tens of thousands of euros. […]
March 26, 2026
March 26, 2026
Do you think all wealth managers are the same? This misconception could cost you dearly. A wealth manager differs radically from traditional bank advisors in that they have complete freedom to make recommendations. […]
March 26, 2026
March 26, 2026
Many expatriates believe that managing their international real estate assets is a simple administrative formality. The reality reveals a tax and estate planning complexity that is often underestimated. Between the IFI (French wealth tax) threshold set at 1.3 […]
March 25, 2026
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
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 24, 2026
March 24, 2026
«Marc, if you sell directly, you’ll be writing a check for 1.5 million euros to the Treasury tomorrow. If we go through a holding company, that 1.5 million works for […]
March 23, 2026
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 […]
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