Individual Taxation and Wealth Management

We provide tax assistance in managing assets, income, and transfers, including on an international scale. Our services are integrated into sophisticated wealth management strategies.

• Preparation of individual income tax returns and compliance
• Tax planning for asset management and succession
• Preferential tax regimes for new residents, inbound workers, and foreign retirees
• Tax and regulatory management of luxury assets
• Trusts, insurance policies, and other asset protection tools
• Tax residency and cross-border mobility planning
• Accounting and tax support for financial asset management and holding companies (Form RW, financial statements, alignment of operations and reporting)
• Consolidated or aggregated asset reports (performance analysis, manager-level breakdowns, cost and risk insights)