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Le conseil fiscal notarial en gestion de fortune : planification successorale et structuration patrimoniale

Abstract : The french notary has an essential function to advise families in the management of their heritage. He actes directly or indirectly for the files of tax optimization. For the high-net-worth individuals (HNWI) and the ultra high-net-worth individuals (UHNWI), his role can be determining in the construction of the plans of tax optimizations. We find the added-value of the French notary advise in its legal and tax skills The intervention of the French notary also extends in the international cases. The expertise of the French notary in private international law and in taxsystem international allows to accompany the cross-border family and international wealth structuring.
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Submitted on : Tuesday, May 7, 2019 - 11:53:07 AM
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  • HAL Id : tel-02122340, version 1

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Philippe Rebattet. Le conseil fiscal notarial en gestion de fortune : planification successorale et structuration patrimoniale. Droit. Université de Lyon, 2018. Français. ⟨NNT : 2018LYSES014⟩. ⟨tel-02122340⟩

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