Generations Avocats

We assist our clients in setting up tools tailored to the ownership, the administration and the transfer of their businesses and assets. These tools can take various legal forms, such as Family offices, holding companies, private investment funds or trust structures. They can be used to hold, manage or transfer various assets such as real estate properties or financial assets.

Generations Avocats’ teams have a practical knowledge of how these structures operate. They can therefore pragmatically support their clients’ thinking regarding the most suitable jurisdictions and legal structures. Furthermore, we have significant practical experience of structuring and financing real estate acquisitions of properties.

We advise individuals, companies and family groups on the tax aspects related to the management, administration and transfer of movable or immovable assets, at a domestic and an international level. We also assist our clients in optimizing their investments.

Our teams advise their clients on real estate, inheritance, donation and restructuring. They also assist them in the specific context of a French tax audit and during litigation procedures.

We also support the philanthropic activities of our clients’ foundations and endowment funds.

We advise families on complex estates. Some of the key issues our clients face as heirs or successors deal with tax liabilities, ensuring an appropriate level of confidentiality, protecting and preserving assets for the future, and anticipating any dispute regarding the estate.

Thanks to our expertise in civil law and our practical knowledge of Anglo-Saxon legal mechanisms, we use innovative legal instruments that may be overlooked by other advisers. We can recommend the right instrument depending on the assets’ location or the specific objectives of our clients. Family charters, sophisticated ‘mirror wills’ and mediation mechanisms are among the solutions we have implemented for our clients in the past years.

We assist, advise and represent our clients’ interests in an ever-changing regulatory environment. The team has acquired expertise in the following two specific areas.

Wealth origin documentation

We can assist our clients to document their KYC profile in order to establish or maintain relationships with banks, regulators or business partners. Our intervention in this area facilitates this process and enhances its credibility.

Personal information management

An increasing amount of information related to our clients and their assets is being disclosed to the authorities or made public. The proliferation of registers (of beneficial owners, trusts), disclosure requirements (financial statements or articles of incorporation) and international standards (FATCA, CRS) force our clients to better manage the disclosure of information about themselves. In this context, we ensure that the information or data disclosed in different jurisdictions is legitimate, controlled and consistent with each other.