Advice on wealth management and personal taxation

Structure, secure, optimize, and pass on your private and/or professional assets with complete peace of mind

Your challenges

As an entrepreneur or business leader, do you run your own company and need to anticipate various events that may arise throughout your professional life? In the medium term, would you like to structure your business in the best possible way? In the longer term, are you looking to secure the transfer of your company while protecting your personal interests and those of your family?

As an individual, do you need guidance on managing your personal wealth and your movable and immovable assets? Would you like to work with a wealth management consultant (CGP) to determine the best strategies for preserving your private assets?

Our approach and strengths

Wealth management advice is, first and foremost, a matter for specialists who understand each individual's unique situation and the private and/or professional issues at stake. At RSM, our wealth and tax advisory experts have one goal: to provide you with the peace of mind you need to face any situation with innovative, tailor-made solutions—far from generic advice and passing trends.

Drawing on their multidisciplinary expertise and working closely with lawyers, notaries, legal experts, and tax specialists, our teams of consultants:

conduct a comprehensive analysis of your situation;
work with you to establish a wealth and tax strategy tailored to your specific needs;
help you manage your obligations;
keep you informed of regulatory changes;
and ensure the coherence and relevance of your strategic decisions.

As a member of the RSM International network, we can also provide you with international support. Learn more

Wealth management advice

Specialized advice to manage, with peace of mind and complete security, the professional assets of executives throughout their careers:

-Business creation, sale, and structuring;

-Family business transfers (Dutreil Pact);

-Executive status and remuneration;

-Management of accounting and tax obligations;

-Donations and inheritance planning.

Personal taxation

Given the complexities of personal taxation, RSM offers you the opportunity to leverage its expertise as your best asset by assisting with:

-the preparation of annual tax returns;

-the optimization of special tax regimes;

-the analysis and preparation of IFI tax returns;

-the optimization of personal tax situations;

-specific advice for company directors (stock options, free shares, customized compensation mechanisms, etc.).

Inheritance tax in France

With their in-depth professional expertise, our tax specialists offer you the security you need to anticipate the delicate matter of inheritance. They will help you prepare and manage your estate, ensuring that your specific requirements are fully met through:

-the development of a succession plan;

-and a detailed analysis of the tax, legal, and economic implications.