At AlterTax, we specialize in legal advice on wealth management and protection. Our expertise extends to individuals and businesses, offering customized strategies to secure and optimize your assets. We understand the importance of protecting your assets and planning your estate in accordance with current legislation.
Why choose us as your wealth management lawyer?
Our expertise in wealth management sets us apart. We combine in-depth knowledge of estate and property law, a personalized approach to each client, and a commitment to providing tailor-made solutions to protect and optimize your wealth.
Committed to excellence
At AlterTax, we strive for excellence in wealth advisory services. We ensure the highest quality in our recommendations, paying particular attention to every detail to guarantee appropriate and effective solutions.
With many years’ experience in wealth management, our firm offers in-depth expertise in the management, protection and transfer of assets. We ensure that our advice is both effective and compliant with current regulations.
Because each client is unique, we take a tailored approach to wealth management. We work closely with you to understand your specific objectives and develop customized strategies, precisely tailored to your needs.
Commitment to customer satisfaction
Your satisfaction is our priority when it comes to wealth management. We are committed to providing clear recommendations, answering your questions promptly, and establishing a lasting relationship of trust based on the quality of our advice.
At AlterTax, our aim is to provide exceptional added value in the management of your assets. We meet our customers’ specific needs with personalized, specialized services. Our customer-centric approach enables us to gain an in-depth understanding of your wealth needs and develop customized strategies, optimizing the management and protection of your assets.
Our services as wealth management specialists
Our firm excels in wealth management, offering expertise dedicated to both individuals and businesses. We focus on tailor-made solutions, from estate planning to tax optimization. Our mastery of property and inheritance regulations enables us to propose customized strategies designed to protect and enhance your assets in the best possible way.
It’s good to be informed, but it’s even better to be accompanied by an expert tax lawyer.
Let’s get in touch.
Wealth management lawyers in Paris and around the world
Our firm, which specializes in wealth management and taxation, is based in Paris. We offer our expertise not only in the capital, but also in several major French cities and abroad. Whether you’re based in Toulouse, Bordeaux, Lyon, Marseille or anywhere else in the world, our team is ready to help you manage your assets. We master the local and international specifics of wealth management, guaranteeing first-rate assistance wherever you are.
FAQ on tax lawyers for wealth management
What is a wealth management lawyer?
A wealth management lawyer is a professional specializing in inheritance law, property law and wealth-related taxation. He advises individuals and companies on how to manage, protect and pass on their wealth effectively.
Why would I need the services of a wealth management lawyer?
You may need a wealth management lawyer to help you plan your estate, protect your assets, manage estate-related tax issues or pass on assets to the next generation.
How can a wealth management lawyer help me plan my estate?
He can help you develop an estate plan that meets your wishes, minimizes taxes, ensures the efficient distribution of your assets and protects the interests of your heirs.
Can a wealth management lawyer help me with my international assets?
Yes, many wealth management lawyers (like us) specialize in international wealth management, helping to navigate the different laws and tax systems of the countries concerned.
What's the difference between a wealth management lawyer and a financial advisor?
A wealth management lawyer focuses on the legal and tax aspects of wealth management, while a financial advisor offers advice primarily on investment and financial planning.
Can I protect my assets against legal disputes?
Yes, a wealth management lawyer can advise you on legal structures and strategies to protect your wealth from potential litigation and claims.
How can a wealth management lawyer help with wealth taxation?
He can provide advice on how to structure your wealth to optimize taxation, including inheritance tax, gift tax and income tax on your assets.
Can wealth management lawyers help manage trusts and foundations?
Yes, they can help set up and manage trusts and foundations, providing advice on structuring, taxation and legal compliance.
Do I need to update my estate plan regularly?
Yes, it’s a good idea to review your estate plan periodically, especially after major changes in your life, assets or legislation.
What qualifications should I look for in a wealth management lawyer?
It is important to look for lawyers with specific experience in inheritance and wealth management law, with relevant legal qualifications and, if possible, specializations in areas such as tax or international law. At AlterTax, this is the case.
A wealth lawyer anywhere in the world? Is it possible?
As tax lawyers, we can intervene in most tax disputes before the tax authorities and administrative courts without geographical constraints. We also act for foreign administrations, whether to plead, advise or represent our clients in any city or country.