Streamlining Costs & Coordinating Professionals

Holding wealth entails day-to-day administrative, tax, civil, legal and financial obligations and responsibilities.

Our teams advise you and handle the planning, organisation and administrative and financial monitoring, together with the professionals involved.

• Support with renewing your resident card and/or residence permit/visa, depending on the jurisdiction concerned
• Assistance with opening a bank account
• Negotiation and monitoring of your relationship with your bank / financial manager
• Management of your personal cash flow
• Negotiation and management of your personal insurance cover
• Administrative monitoring of the management of your assets
• Assistance with the recruitment and follow-up of household staff
• Personal administrative assistance (finding schools and extracurricular activities, enrolments, obtaining all administrative documents, notification of change of address)
• Assistance with mandatory reporting formalities (income tax, IFI, tax on market value, real estate declarations, capital gains on securities and real estate, etc.)
• Assistance with renewing vehicle registrations, acquiring parking spaces and applying for an international driving permit
• Assistance with formalities relating to imports, registration and acquisitions (yachts, art collections) and with tax or customs formalities

Holding business assets entails day-to-day administrative, tax, civil, legal and financial obligations and responsibilities.

Our teams advise you and handle the planning, organisation and administrative and financial monitoring of these assets, together with the professionals involved.

• Identification, negotiation and monitoring of your relationship with your bank/financial manager
• Coordination of the accounts of civil & commercial companies
• Management of your cash flow
• Monitoring of the mandatory tax returns for your business activities (VAT, taxes)
• Formalities and assistance with protecting trademarks and concepts in terms of intellectual property (trademark registration, protection)
• Monitoring and support for the protection of the business owner (social security scheme, prevention and income protection)
• Assistance with negotiating and updating compulsory and recommended insurance
• Support in setting up all the employment aspects of your company (hiring procedure, internal regulations, IT charter, remote working policy)
• Assistance with completing all mandatory formalities
• Monitoring and maintenance of your regulatory compliance, personal data protection (CCIN/GDPR), anti-money laundering (SICCFIN, TRACFIN) and dealings with the relevant authorities
• Support in dealings with all the professionals, authorities and regulators required
• Compliance and one-off legal obligations relating to your business assets