Whitepeak Law advises executives, founders, and investors on the structuring and tax optimisation of their professional and private assets.
Tax structuring of private and professional assets: patrimonial holding company, contribution-disposal, gift-disposal, parent-subsidiary regimes, and succession optimisation.
Structuring and tax securing of management packages: warrants (BSPCE), free shares (AGA), BSA, carried interest, and analysis of reclassification risks.
Structuring of professional and personal assets: patrimonial holding company, organisation of dividend flows, disposal tax optimisation, and succession planning.
Advice on management packages in LBO transactions: choice of instruments, tax treatment, securing of positions, and reclassification risk analysis.
Tax structuring of equity investments: choice of investment vehicles, optimisation of cash flows and exit returns, management of cross-border tax aspects.
Tax advice for executives in mobility situations: tax residence, inpat regime, treatment of stock options and foreign-source income.
Wealth management sits at the intersection of tax law, corporate law, and civil law. Whitepeak Law takes a comprehensive approach integrating these three dimensions to structure durable solutions.
Every matter is handled by the founding partner. First point of contact, last reviewer. No delegation of judgment on asset management issues that engage the clients' position over the long term.
Wealth management carries significant tax risks, particularly regarding abuse of law. Whitepeak Law secures its clients' positions by favouring robust, well-documented structures.
Confidential initial consultation to analyse your situation, identify the relevant tax issues, and define the best wealth structuring strategy.
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