Wealth management and international tax consulting

Efficient tax management to protect our private clients’ international assets

Your challenges

Are you the owner of a family business with international operations and looking to establish activities in France? Do you work for private equity funds or asset management companies and need to structure your assets efficiently? In an increasingly complex international environment, having expert support in managing and planning your wealth is essential.

Our approach

At RSM, with the support of a multidisciplinary network of experts, our international tax specialists provide comprehensive services to private clients, assisting them in all aspects of their personal tax affairs.

Our strengths:

A deep understanding of our clients’ and their families’ needs, fostering strong, long-term relationships.
Close collaboration with their legal, banking, notarial, and accounting advisors.
Tailor-made, long-term tax and wealth management strategies adapted to each unique situation.

We ensure that your assets are structured in a way that optimally aligns with your objectives. In response to evolving international tax regulations, we regularly review your strategy to ensure it remains aligned with your changing circumstances.

Our services in detail

-Estate planning: Advisory services on inheritance, donations, and the Dutreil Pact in both French and international contexts.

-Tax management and preparation of annual tax returns: Income tax (IR), real estate wealth tax (IFI), trusts, and real estate holding companies (SCI).

-Cash flow analysis and financial planning.

-Advice on compensation and benefits: Free share awards, RSUs, stock options, and BSPCE schemes.

-Situation analysis and advisory services: Retirement planning, tax residency, and capital gains tax implications for the sale of personal or professional assets.

-Assistance with tax audits: Support in the event of an inspection by the tax authorities.