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Private Wealth (Paris)

As preferred advisers to private investors and to players in the world of management of fortunes, Charles Russell Speechlys is in a unique position.

Present in the four major European investment and wealth management marketplaces – London, Luxembourg, Paris and Switzerland – as well as in the Middle East, it is one of the few firms able to provide comprehensive advice in the management of private wealth.

As a result, from its Paris offices, Charles Russell Speechlys works with its French clients in the legal and tax aspects of their cross-border transactions and with its foreign clients upon their investments in France.

According to the Chambers Global 2013 Guide, the international private client services our firm provides rank among the top ten in the world. We advise clients whose interests span multiple jurisdictions, in particular Continental Europe, the United Kingdom, the United States, Canada, South Africa, Australia, South America, India and Asia.

In Paris, the Private Wealth team is led by two highly experienced and renowned partners. Under their leadership, the team is able to provide clients with an integral service, to help them manage the complex and constantly changing tax, financial and legal problems they face.

Indeed, Charles Russell Speechlys advises managers, families and individuals (including, where applicable, their family office) who own companies, helping them find an optimal tax structure for their business and personal assets both in France and overseas.

In terms of wealth and inheritance taxes, Charles Russell Speechlys works alongside clients on all types of transaction involving the development and diversification of their assets (in particular acquisitions and sales of assets, equity stakes, transfer operations, settling shareholders’ agreements and family agreements, etc).

To this end, the Private Wealth team works closely with the Corporate Private Equity teams and the firm’s foreign offices to assist private clients and their families in establishing appropriate vehicles for structuring and managing their assets and their activities in France and abroad.

Charles Russell Speechlys is also able to manage, on behalf of their clients, entrepreneurs, directors and shareholders in private groups, both in France and abroad, all the legal and tax aspects of:

  • holding property or financial assets (works of art, vehicles, etc)
  • international wills, tax and estate planning, including transnational structuring where family members or assets are located in multiple jurisdictions
  • optimal cross-border structuring of financial assets, depending on the professional and private assets held by its clients, and
  • preventing conflicts between members of a family group or between private investors, using our experience and expertise drafting family agreements and/or agreements between shareholders.