Wealth Management & Family Office

We offer creative, custom-made legal and tax solutions for businesses, families, investors, corporate officers, directors, managers and corporations

Franklin is a market-leading adviser in this field in France.  We assist French and overseas clients in all of the legal and tax issues they face in France and abroad.  Our 10-lawyer team can support clients in the full range of areas, including the structuring and transfer of personal or business assets, real estate investments, private equity investments, French and cross-border estate planning, global mobility, tax audits, tax litigation, offshore voluntary disclosures, charity and philanthropy and start-ups.

International taxation

We provide tax and legal assistance with offshoring inbound and outbound global mobility.  We advise clients on complex cross-border estate planning matters and on structuring their French and global investments.

Estate planning and family office

We advise families on global estate and wealth planning matters.  We have specialist expertise in family office outsourcing and leveraged transactions.  We also advise on family governance and family shareholder agreements.

Investment

Our team has widely-recognised expertise in structuring real estate investments for French residents and non-residents.  We advise on asset diversification strategies, including private equity; venture capital; start-up investment; cryptocurrency; national heritage monuments; winemaking; farming & logging operations; and more.

Corporate officers, managers and directors

We offer income tax planning services to corporate officers, directors and managers.  This includes management packages; leveraged buyouts; and management buyouts.  We also have extensive expertise in the field of executive benefits & compensation planning.

Group taxation

We advise companies and corporate groups on restructuring and rightsizing.  We advise officers and directors on selling or transferring their business.

Tax audit, tax litigation & controversies (individuals and businesses)

We assist clients with tax audits, searches and dawn raids.  We also assist with tax controversies and tax litigation.

Art and Philanthropy

Our team has widely-acknowledged expertise in the taxation of works of art.  We assist non-profit organisations in setting up endowment funds, foundations and societies.  We also advise clients on their charitable contributions and sponsorship projects.

Tax returns and filings

We help clients keep up with tax filing requirements, including income & wealth tax returns of residents and non-residents; offshore voluntary disclosure; trust tax returns; three-per cent tax.

WHAT THEY SAY
  • Chambers 2019 : Franklin has long focused on representing high net worth individuals in tax matters. It is particularly well known for tax investigations and litigation matters, and sources often highlight its senior practitioners for their ability to negotiate effectively with the tax authorities. Franklin also handles non-contentious mandates and is noted for its expertise in trusts matters.
    One international source says it is a “very highly qualified firm,” adding that “the team are all technically very good,” and stating that “they are probably the go-to private client lawyers in France; if I have a private client issue, I go to them.” Another praises the Franklin team’s “very good interpersonal skills” and reports that “they always put the interests and concerns of the clients first.”
  • Legal 500 2019 : Franklin’s “very professional and competent’ team is praised for its ‘impressive turn-around times“. The firm also houses a highly regarded wealth tax management practice, with Jérôme Barré the key name in this space.
  • Who’who Legal 2019: Jérôme Barré is an impressive private client practitioner with extensive experience in tax and estate matters. He is particularly noted as being “very good on domestic matters“.