Wealth & Protection

International Heritage

Anticipate the transfer of your international assets and protect your heirs from inheritance taxes.

Starting from €3,690
Request a quote Preliminary consultation — €290
What's included

What you get.

The international transfer of assets is one of the most complex and costly operations if not anticipated. International Heritage creates the legal structure that protects your heirs from inheritance taxes and ensures a smooth transfer of your assets.

  • Succession Asset Audit
    Mapping of all your international assets and analysis of succession risks
  • International Will
    Drafting of a will compliant with EU Regulation 650/2012 or applicable law
  • Discretionary Trust or Foundation
    Holding structure that removes assets from direct succession
  • Holding Company for Asset Holding
    Offshore entity to consolidate assets and facilitate transfer
  • Mandates and Powers of Attorney
    Documents allowing your heirs to act immediately when necessary
  • Partner Notary Consultation
    Introduction to an international notary for validation and authentication
Start this project
International Heritage — France Web Advisory
Wealth & Protection
How it works — International Heritage
Process in 3 steps
Our process

How does it work?

01

Succession Audit

Exhaustive inventory of your assets (accounts, companies, real estate, insurance) and identification of tax succession risks by country.

02

Succession Architecture

Design of the transfer structure: trust, holding, international life insurance or combination — validated with your notary.

03

Implementation & Documentation

Creation of entities, drafting of wills and mandates, and constitution of the full succession file.

Ideal profile

This pack is made for you if…

  • People holding assets in multiple countries (accounts, real estate, companies)
  • Entrepreneurs with children residing in different countries
  • Families exposed to high inheritance taxes (France: up to 45%)
  • People wishing to pass on their business to their children without tax paralysis

Not sure this pack is right for you?

Strategic consultation — €290
Summary

International Heritage

€3,690
  • Succession Asset Audit
  • International Will
  • Discretionary Trust or Foundation
  • Holding Company for Asset Holding
  • Mandates and Powers of Attorney
  • Partner Notary Consultation
Order this pack

Response in 24h · Secure payment · UK Ltd invoice

Frequently Asked Questions

FAQ — International Heritage

Yes, via several mechanisms: international life insurance (partial exemption), family holding (asset discount), progressive gifts (allowances every 15 years) and trust — subject to tax validation. We identify the applicable mechanisms for your situation.

No. The European succession regulation applies to the succession in general, but non-EU assets are governed by local laws (law of the state where the assets are located). Our structure anticipates these conflicts of laws.

France recognises foreign trusts but subjects them to specific taxation. All trusts with French assets or beneficiaries must be declared to French tax authorities. Our structure is designed to be declared and compliant.

Next step

Ready to launch your project?

Request a personalised quote or book a 60-min consultation to validate your strategy before starting.

Request a quote — €3,690 Preliminary consultation — €290
UK registered company 35+ jurisdictions FR · EN · ES Response within 24h