Financial & Real Estate services
Wealth Planning
Our subsidiary, Avacore Wealth Planning, based in Geneva, provides tailored wealth planning services in the following areas.
TAX AND ESTATE PLANNING
Our wealth planners are available to assist you with all aspects of tax and estate planning. We analyze your overall situation to develop strategies for optimizing, protecting and transferring your wealth. We also support you in implementing and monitoring these solutions over time.
TRANSFER OF TAX RESIDENCE
We assess the legal and tax implications of relocating your domicile to France, Switzerland, Italy, Spain, Portugal, the Principality of Monaco or the United Arab Emirates. We take into account your personal circumstances and objectives, then implement the most suitable solutions.
Our team assists you in obtaining the necessary authorizations, residence permits or tax rulings, as well as in finding real estate, arranging insurance and other mandatory regimes, and coordinating all logistics related to your relocation.
INTERNATIONAL TAX ADVICE
Our tax lawyers and international network of partners allow us to provide clear and reliable guidance on international tax matters.
We advise on topics such as the tax optimization of intra-group dividends, property income, royalties, expatriate remuneration and other cross-border investments.