Estate and Personal Asset Management

The Estate and Personal Asset Management division of BREMENS AVOCATS NOTAIRES is a fully-integrated team of lawyers and notaries with advanced expertise specialising in all aspects of inheritance planning.

BREMENS AVOCATS assists company directors, managers, executives, and independent professionals with all matters concerning the creation, management, and transfer of their personal and professional assets.

With proven legal and tax expertise in this area, BREMENS AVOCATS advises clients on how to define and implement the best possible estate and asset management strategy. 

With extensive experience collaborating with clients' consultants, such as asset management advisers and private bankers, as well as our other specialist teams when required, the Estate and Personal Asset Management division provides clients with a comprehensive and high added value service.

BREMENS AVOCATS specialises in:

  • Company transfers (such as anticipating the transfer of assets by gift or death by setting up a Dutreil pact, organising governance, and setting up family and/or asset holding companies)
  • Structuring professional and private property assets (such as joint ownership, LMNP and LMP (rental properties), family-owned SARL companies, and historic monuments)
  • Structuring investments and wealth taxation (particularly with regard to the IFI - real estate) in a domestic or international environment

Partners within the Estate and Personal Asset Management division