Estate & Tax Planning


Our teams of specialists dedicated to Wealth & Financial engineering can conduct a review and offer you solutions that match your goals.

Individuals’ assets are increasingly spread out around the globe, and families often live an international lifestyle as well. This has been a source of increasing complexity in private law, international private law and international tax law, but has also created opportunities.

To be effective, legal and tax planners must analyse all these factors and precisely define their goals, which makes it possible to determine the best solution. One part of the solution may involve the right of usufruct or the right of survivorship in legal systems where those concepts exist, gifts or adjustment of marital regime, but also the use of a family company, trust or foundation, an administrator, life insurance, dedicated investment funds, and so on.

  • Our dedicated wealth and financial engineering teams consist of specialists in a variety of areas: lawyers, tax specialists, accountants, corporate management experts, and more. These multilingual team members bring training and experience gained around the world, giving them an exceptional ability to seek out solutions involving multiple legal and tax systems.

    These specialists take into account your family situation (marital regime, descendants from one or more partners, tax residence, etc.), your wealth situation (composed of securities or other bank assets, real estate assets, or still other assets) and your professional activity, as the case may be.

    Once they have studied the organisation of your portfolio and the financial flows it generates, they will, depending on the circumstances, advise you on the use of one or more structures suited to your specific needs or the realisation of specific transactions, notably financial, according to a set timeline. Your needs may include, for example: planning an inheritance, creating a charitable institution, changing your country of residence, arranging the acquisition of a real estate asset or a financial holding, organising the transfer of a company, or negotiating credits or bond commitments.
A tailor-made offer
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    Much like an orchestral conductor for the wide range of skills and expertise within the Crédit Agricole Group, your financial manager is attentive to your input at every stage of managing your fortune.
     
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    Faithful to its tradition of attentiveness and availability, a team of professionals dedicated to the independent wealth managers division supplies services calibrated to meet the needs of our partners.
     
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    Crédit Agricole Suisse is the best partner for Family Offices offering a wide range of services from the asset management to the tax and estate planning.