41 · Tax · Transmission & trusts
Private clients
What assistance changes in this practice, what it does not change, and the time reduction actually observed.
Where the gain is real
Mapping of assets and holding vehicles, comparison of succession structures, tracking of reporting obligations.
Where it is slight or nil
Advising the family, trade-offs between heirs, the decision to pass assets on.
Observed time
−37% at constant case scope, on cases closed over the last three financial years. This measure says nothing about the quality of the outcome.
What the practice covers
- Mapping of assets, holding vehicles and cross-jurisdiction flows
- Comparison of succession structures and of their tax cost
- Trusts, foundations and foreign wealth vehicles
- Tax residence, expatriation and the applicable treaties
- Tracking of reporting obligations and of automatic exchange of information