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 2018: band 1 – Franklin is highly regarded in France for its good private client department with strong individuals”. The team is described as really top-notch by a market source, who describes its lawyers as extremely professional, very nice and providing very well-documented prudent advice. I have been recommending them very regularly, which is the biggest tribute to them”. The department is noted for its very good knowledge of cross-border transactions and how the law is applicable to clients. They are proactive and efficient in the way they work”. The team has strong international capabilities and assists with business succession and inheritance planning. Multiple interviewees praise the lawyers for both their personal knowledge and client-handling skills”.
  • Legal 500 2018: leading individual (Private client). – The firm also has top expertise in patrimonial tax through Jérôme Barré, who is a leading name in his field”.
  • Legal 500 2017: leading individual (Private client) – I consider Franklin absolutely top-rate in the private client field enthuses a market commentator. This firm, described by an interviewee as very thorough and helpful approaches wealth management from a taxation perspective. I was very happy with their services says one source with working experience of Franklin.
  • Chambers 2016: notable practitioners – Jérome Barré is excellent. He’s been doing this for a long time – he was one of the first movers in this area says one peer, while other interviewees describe him as very knowledgeable and a deep thinker”. He handles domestic and international work and is praised by sources for his very good understanding of common law trusts”. Commentators highlight his ability to tackle contentious tax matters and also note his client relationship skills”.