Financial & Real Estate services
Wealth Planning
Our subsidiary Avacore Wealth Planning , based in Geneva, offers wealth engineering services in the following areas:
TAX AND ESTATE PLANNING
Our wealth engineers are at your disposal for all tax and estate planning. We analyze your wealth situation in order to develop strategies for tax optimization, protection and transmission of your wealth. We support clients in the implementation and monitoring of these solutions.
TRANSFER OF TAX RESIDENCE
We study the legal and tax consequences of a transfer of domicile to France, Switzerland, Italy, Spain, Portugal, the Principality of Monaco and the United Arab Emirates. We take into account your personal aspects and objectives and implement the proposed solutions. We assist you in obtaining the desired authorizations, residence permit or tax ruling as well as in the search for your real estate, the subscription of insurance and other mandatory regimes and coordinate all the logistics necessary for your installation.
INTERNATIONAL TAX ADVICE
Our tax lawyers and our network of international partners enable us to advise you and respond to your questions on international tax issues.
Tax optimization of intra-group company dividends, property income, royalties, expatriate salaries and other cross-border investments are topics that we will be happy to discuss with you.