Wealth Management
De Gaulle Fleurance supports a national and international clientele at every stage of their legal, wealth, and investment projects. Our approach is based on a deep understanding of cross-border issues and the ability to structure effective solutions within multiple regulatory environments.
We offer expertise that combines private wealth law, business law, international taxation, and family governance. Our services are aimed at family groups as well as investors, helping them structure, protect, and transfer their assets within a stable, secure, and compliant framework aligned with their international ambitions.
Our areas of expertise
International wealth structuring
We assist our clients in designing asset ownership, protection, and succession strategies in cross-border contexts, accounting for the legal and tax specificities of the relevant jurisdictions. Our support includes the establishment and governance of holding companies, estate planning, matrimonial agreements, and wealth arrangements related to marital breakdowns. We also implement suitable mechanisms to safeguard assets (trusts, foundations, or other dedicated vehicles), including digital assets. The objective is to preserve family control over their estates while ensuring a smooth transfer to future generations and anticipating risks arising from regulatory environments.
Investment funds and tools
We help to create investment structures tailored to the regulatory frameworks of the relevant jurisdictions. Our teams secure local licensing and compliance processes, particularly for specialized funds or instruments, and consider investor expectations regarding ESG criteria and, where applicable, Islamic finance.
International wealth taxation
Our practice includes in-depth tax analysis of income and asset management. We anticipate the tax consequences of cross-border transactions and ensure our clients’ compliance with national and international tax laws, particularly in cases involving mobility.
Litigation
We represent our clients in disputes involving financial assets, family businesses, real estate, and inheritance or matrimonial matters, including in cross-border contexts. We coordinate multi-jurisdictional litigation strategies to ensure effective and lasting protection of family wealth.
Philanthropy and impact investment
We assist our clients in structuring and financing impact funds, ensuring their social engagement is sustainably integrated into their wealth strategy. This includes the creation of charitable entities and advice on international philanthropy.
Art Wealth Advisory
We advise collectors and art owners on the acquisition, ownership, circulation, and transfer of their artistic assets. Our assistance covers the cross-border dimension of transactions, including sales, loans, and conservation.