Real Estate Transactions and Wealth Structuring Advisory

The firm, a recognized expert in real estate operations, assists its clients at every stage of their projects, both in France and internationally.

We advise buyers and sellers in the negotiation of real estate transactions, including both asset deals and share deals, ensuring legal security and protecting their interests. We also provide guidance on the choice of appropriate legal and tax structures, financing arrangements, and security mechanisms.

The firm is present throughout the entire acquisition or sale process to ensure full legal protection.

We also assist in project management (AMO), from negotiation to execution, including compliance checks with environmental, energy, and safety standards.

In terms of insurance, we audit existing contracts and offer tailored solutions in construction-related matters, including builders’ risk, construction all-risk, and project owner’s liability insurance.

In the rental sector, we advise both investors and occupiers on structuring, managing, and securing commercial lease agreements.

International Real Estate Investment and Tax Advisory

The firm supports clients—whether French residents or non-residents—in their real estate investment or business establishment projects in France and abroad.
We operate in countries including Switzerland, Italy, Spain, Portugal, Luxembourg, Andorra, Monaco, Liechtenstein, the United Kingdom, the United States, the United Arab Emirates, Morocco, Mauritius, Singapore, Australia, and New Zealand, as well as in the French overseas territories in the Caribbean and South Pacific, in close collaboration with local advisors.

Real estate investors must navigate the complexity of French and international tax regimes. In the face of varying regulations, reporting obligations, and tax treatments, we develop tailored tax strategies to optimize and secure investments.

Our support continues through to the resale of real estate assets, where we provide tax representation services for the calculation and payment of capital gains taxes, ensuring the most favorable tax conditions.
More broadly, we handle all tax filings related to your real estate holdings, ensuring full regulatory compliance.

Real Estate Wealth Transfer

We assist our clients in designing a customized estate planning strategy, including for commercial property as part of business succession, with the aim of minimizing tax exposure and ensuring a smooth and secure transfer of real estate assets, aligned with both family and business objectives.

In the event of an unplanned succession, we represent and protect our clients’ interests during the settlement and division of jointly owned real estate, including, when necessary, petitioning the court for authorization to sell an undivided property, if the refusal of co-owners jeopardizes the common interest.