Family Office Lawyers in Cannes

Family Office Lawyers in Cannes - French Riviera

MULTI -FAMILY OFFICE

Wealth Planning – Asset Protection – Strategic Real Estate – Integrated Tax Planning

ARPEGE LAW FIRM operates as anindependent multi-family office in France, based on a comprehensive legal approach to wealth management and valuation.

Our approach is based on a simple belief: the long-term performance of a portfolio depends first and foremost on itslegal, tax, and strategic structure. As an independent law firm, we have no financial ties to banks, asset management firms, or financial institutions. Our decisions are guided solely by our clients’ financial interests.

Who is our Multi Family Office designed for?

We support:

  • Entrepreneurs and business leaders
  • Shareholders and partners of companies
  • Families with structured assets
  • French and foreign real estate investors
  • International family groups
  • Discerning clients seeking wealth management services, whether for real estate or business assets

Our customers want:

  • Structure and secure significant assets
  • Organizing real estate holdings
  • Integrating Tax Planning and Wealth Management
  • Planning for succession
  • Centralize the coordination of their advisory services

Our services are designed for those who believe that wealth management should not be fragmented or haphazard.

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Multi-Family Office with a long-term growth strategy

A multi-family office with a vision for long-term growth

Unlike traditional financial institutions, we operate asa family office with a primary focus on legal and tax matters.

This means:

Icone Expertise

A Master's degree in real estate law

Icone Expertise

Expertise in tax law

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The ability to organize the company

Icone Expertise

Anticipating the risk of litigation

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Protection for the executive and their family

Our Intervention Process

Our approach is based on a rigorously structured process consisting of six distinct and complementary steps.

The client entrusts us with a portfolio of assets that they wish to see grow in value.

This portfolio may include:

  • Residential or commercial real estate properties
  • Real estate investment companies (SCI, holding companies)
  • Current contracts
  • Household staff

We conduct a thorough analysis of each asset:

  • Analysis of Current Performance
  • Assessment of Legal and Tax Risks
  • Study of Detention Methods
  • Review of current contracts and commitments
  • Structural Cost Audit

We then identify areas for development and optimization:

  • Real Estate Arbitration
  • Tax optimization
  • Risk reduction
  • Improvement in net income

Following the audit, we provide a detailed strategic roadmap, including:

  • Recommended Investments
  • Trade-offs to consider
  • The necessary restructuring
  • The amounts to be committed
  • Anticipated tax implications
  • Medium- and long-term development goals

This roadmap serves as the guiding framework for future actions.

At the same time:

  • Current contracts are monitored
  • Staff assigned to assets are supervised
  • The necessary negotiations are underway
  • Administrative and tax obligations are secured

We coordinate with notaries, certified public accountants, banks, and other stakeholders.

Decisions are implemented only with the client’s prior consent.

We oversee:

  • Real Estate Acquisitions
  • Legal Restructuring
  • Financing operations
  • Asset Allocation Decisions

Each year, a comprehensive assessment is conducted with the client. It includes:

  • Analysis of Overall Performance
  • Changes in net income
  • The increase in valuation
  • Strategic adjustments
  • Assigned contracts and integrated contracts

The wealth trajectory is monitored to ensure consistency and controlled growth.

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Our Intervention Process
Maximize the value of your real estate assets

Maximize the value of your real estate assets

Real estate is a cornerstone of our Multi-Family Office business.

We specialize in:

  • The acquisition and sale of residential properties
  • The purchase or sale of commercial real estate
  • Structuring through an SCI or holding companies
  • The net profitability analysis after taxes
  • Balancing personal and corporate ownership
  • Legal Management of Construction Projects and Contracts

Our expertise in real estate law and real estate taxation enables us to take a consistent, effective, and secure approach.

We are committed to protecting your assets through:

  • The separation of personal and business assets
  • The Structuring of Legal Entities
  • Anticipating Legal Disputes
  • Protection for executives
  • The structure of the transmission

The goal is to preserve the value created over the long term.

Taxation is not a secondary factor but a fundamental one.

We provide services in the following areas:

  • Property Taxes
  • Taxation of Family-Owned Companies
  • Taxation of dividends
  • Transfer and donation
  • Estate Planning
  • Tax litigation

Incorporating tax law into wealth management prevents disjointed strategies and ensures overall consistency.

Beyond financial assets, we assist with the personal aspects of wealth management:

  • Governance Structure
  • Family Charter
  • Preparing the transmission
  • Preventing Inheritance Disputes

The Multi Family Office promotes business continuity and intergenerational stability.

As attorneys:

  • We are bound by strict professional confidentiality
  • We guarantee strict confidentiality
  • We have no financial interest in the products we recommend
  • Assets remain held with the usual institutions

Our status as licensed attorneys ensures stability and professionalism.

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