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
The “Dutreil” pact in a French-Swiss context: aprecautionary measure to effectively reduce the French tax cost of a company transfer
/in Media and News Family Estate, Tax Jean-Luc Bochatay, Jérôme Bissardon 2023 Groupe fiscal, Groupe patrimoine, Medias /by Yann BelliniImpôt sur la fortune: avantages fiscaux du bouclier fiscal refusés aux contribuables étrangers
/in Media and News Tax Michel Abt, Romain Baume 2021 Groupe fiscal, Groupe patrimoine, Medias /by fcordeyTransfert de résidence en Suisse: fin de la discrimination !
/in Media and News Tax Stéphanie Barreira 2021 Groupe fiscal, Groupe patrimoine, Medias /by fcordey