Family Estate
With dedicated teams in Geneva and Paris, our Family Estate group brings together multidisciplinary lawyers with recognised expertise.
We actively advise and assist individuals and families, entrepreneurs and executives, as well as banks, wealth managers, family offices, fiduciaries and charitable foundations facing issues related to their wealth or areas of activity.
Our lawyers handle complex cases involving cross-border issues, requiring the involvement of our two entities based in Geneva and Paris.
Our teams also work closely with other specialist groups at FBT Avocats SA to provide our clients with the best possible legal advice. In addition to their advisory role, our lawyers regularly publish articles on various areas of family property law in specialist journals.
Wealth Structuring and estate planning
- Wealth investment and structuring in a cross-border context
- Inter vivos gifts in a cross-border context
- Inheritance planning upon death
- Determination and/or choice of applicable inheritance law (professio juris)
- Comparative approach of eligible laws
- Advice on the drafting of testamentary dispositions
- Combination of matrimonial contracts, inheritance law and wills
- Dismemberment of the right of ownership in a cross-border context
- Improper usufruct agreements
- Recognition of family debts and loans
Unions (Marriage and Partnerships)
- Choice of matrimonial regime according to family, wealth and geographic context
- Drafting precautions and formal conditions in a cross-border context
- Evolution of the matrimonial regime
- Consistency of marriage contracts and inheritance law
- Non-marital unions (partnership) in a cross-border context
Philanthropy
- Assistance in setting up a philanthropic strategy in a domestic or cross-border context
Residence Transfer – Expatriation and Impatriation
- General wealth audit, warning points detection and recommendations
Publications
Team members
Founding member of the
Building on dismembered land: a transfer still spared by Bercy
/in Media and News, News Family Estate Stéphanie Barreira 2024 Groupe patrimoine, Medias, News /by Yann BelliniThe dismemberment of real estate ownership remains a relevant and optimal way of transferring assets.
Signing a «Dutreil» pact before transferring a company
/in Media and News, News Family Estate, Tax Jérôme Bissardon 2024 Groupe fiscal, Groupe patrimoine, Medias, News /by Yann BelliniA precautionary measure to effectively reduce tax costs in a Franco-Swiss context.
The « Dutreil » pact in an international context: a precautionary measure to effectively reduce the French tax cost of a company transfer
/in News, Publications Family Estate, Tax Jean-Luc Bochatay, Jérôme Bissardon 2023 Groupe fiscal, Groupe patrimoine, Publications /by Helder CarvalhoThe fact that a company or its shareholders are located outside France sometimes makes people forget that French tax law imposes duties on gratuitous transfers in many cases, even though the deceased (or donor) is domiciled abroad. The surprise will be bitter for the heirs of an unprepared succession.