LEONARD has a team of specialists to assist shareholders, owners of properties, business or real estate companies, financial portfolios or works of art, in France or elsewhere, in their inheritance legal and tax planning.
We can propose customized French or foreign law vehicles, depending on the context (companies with special status, management trust, private-law foundations, etc.).
We assist our French or foreign clients in implementing the chosen solution, and possibly in the discussions with the other people involved (other members of their family, other shareholders …).
The firm has specialized skills in inheritance by or in favour of non-profit-making organizations (endowment funds, foundations, charity trusts).