Private wealth and succession
Practice areas ·
03

Private wealth and succession

7 Notaires advises families, executives and entrepreneurs on organising, protecting and passing on their private and business assets.

The firm approaches each situation as a whole, combining family law, company law and tax: marriage contracts and matrimonial property regimes, gifts and inter vivos partitions, estates, split ownership, holding companies and family businesses, protection mandates. It supports its clients over the long term, in coordination with their usual advisers, wealth managers, lawyers and chartered accountants.

What we do

Gifts and inter vivos partitions

Planning ahead for succession, equality between heirs, Dutreil agreements.

Estates

Settlement of complex estates, joint ownership, partitions, international estates.

Matrimonial property regimes

Marriage contracts, changes of regime, civil partnerships (PACS), protection of the spouse.

Split ownership

Usufruct, bare ownership and quasi-usufruct as succession planning tools.

Holding companies and family businesses

Non-trading companies, family holding companies, governance and shareholders' agreements.

Personal protection

Future protection mandates, posthumous mandates, wills.

Who we work with

Families

Intergenerational transfer and wealth structuring.

Executives and entrepreneurs

Aligning private and business assets.

Family offices

Coordination with wealth managers and advisers.

Non-residents

Assets held in France by foreign residents.

Contact

Our teams are available to answer your questions and assist you with your matters.

CONTACT US

A question, a project?

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