Wealth & Estate Planning

GIACCARDI & BREZZO Avocats, with its extensive knowledge of business and private assets, assists company directors, shareholders and private individuals in the organisation, management, and transfer of their assets, both nationally and internationally, in particular:

• Organisation of their professional or personal assets in the context of the search for legal security or tax optimisation;

• Business transfers and succession;

• Inheritance planning using all appropriate legal tools (in particular companies, donations, trusts, future protection mandates, etc.), integrating Private International Law related matters;

• Organisation of the matrimonial regime or property relations resulting from a “free” union or a civil solidarity contract, by integrating Private International Law related matters.

 

Céline
SANTOS

Our related publications

The impact on international successions opened in Monaco of the right to a compensatory levy introduced by France for the benefit of children (as of November 1, 2021)

Civil ● Family ● IPL - International successions ● Estate planning  The French Law n° 2021-1109 of August 24, 2021 reinforcing the respect of the principles of the Republic (published in the JORF n° 0197 of August 25, 2021) instituted in ...

Residence certificate in Monaco: changes in regulations

Monaco│ Regulation  • Administrative • Establishment in the Principality • Banking & Finance • International & European • Civil Sovereign Order No. 8.372 of 26 November 2020 (Journal de Monaco No. 8515 of 4 December 2020) amende...

Introduction of "civil solidarity contracts" into Monegasque law

01/2020                                                                     Law No. 1.481 of 17 December 2019 on civil solidarity contracts [contrats civils de solidarité] (voted ...

Global Leaders Forum - 2nd Annual Wealth Management Forum

10-11/09/2019 (London) With the participation of Patricia KEMAYOU MENGUE. Event for corporate executives, regulators, legal professionals and business advisors. More information...

Guardianship by Court Order, Mandate for future protection, exercise of the activity of legal trustee for the protection of persons

07/2019 Law No. 1.474 of 2 July 2019 on the Guardianship by Court Order, Mandate for future protection and the exercise of the activity of legal trustee for the protection of persons, is the result of Draft Law No. 958, passed by the National Coun...

Living in Monaco

General conditions Anyone aged 16 years at least, willing to take up residence in Monaco, must apply for the issue of a "residence permit" from the Monegasque authorities. Anyone interested must first collect an "application" and "list of requi...

Setting up a Business in the Principality of Monaco

General conditions Anyone wishing to be engaged in a craft, trade, business or profession in Monaco, must previously be authorized by His Excellency, the Minister of State, under the penalty of sanctions. When applicable, the authorization is l...

Gradual decline in the tax rate on profits (ISB)

The Sovereign Ordinance No. 7.174 of 24 October 2018 amending the Sovereign Ordinance No. 3.152 of 19 March 1964 instituting a tax on the profits, amended, lowers in a progressive way the rate of the ISB stopped with 33.33% since 1 January 1993, to 2...

Council of Europe: European Convention on Information on Foreign Law (STE No.062)

Sovereign Order No. 7.115 of 14 September 2018 making enforceable the European Convention on Information on Foreign Law, signed in London on 7 June 1968 The purpose of the Convention is “the creation of a system of international mutual assistanc...

Agreements and conventions signed by the Principality of Monaco in tax matters

The Principality of Monaco has signed 36 international agreements and conventions in tax matters, 35 of which are enforceable (Status: 13/09/2018). The Downloadable Version presents in tabular form the object (avoidance of double taxation, prevent...

IBA 23rd Annual International Wealth Transfer Practice Conference: Working globally, planning locally

5/6 March 2018 (London) Presented by the IBA Private Client Tax Committee and supported by the IBA Family Law Committee, with the participation of Patricia KEMAYOU MENGUE. • Cross-border investments • Privacy and constitutional concerns ...

Meeting : The New Monegasque Private International Law

5 December 2017 (Yacht Club Monaco) Organized by Giaccardi, speeches by: • Alain FRANÇOIS (Principal Clerk Notary, Henry Rey Notary's Office) about "Matrimonial regimes" • Laëtitia VANDEVELDE (Clerk Notary, Henry Rey Notary's Office) a...

Baker & McKenzie's Annual Tax & Trust Conference: BREXIT / Common Reporting Standard for financial accounts (automatic exchange of information in tax matters)

October 10/11, 2016 (London) With the participation of Patricia KEMAYOU MENGUE. Speakers from Baker & McKenzie's Wealth Management Group, Corporate Tax Group, Dispute Resolution Group and Global Immigration, Mobility Group, More...

 
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