Wealth law & taxation

Wealth law & taxation

The Wealth law & taxation department assists company founders, managers and families in the conduct of their strategy of acquisition, disposal and wealth securing and optimisation.

Lawyers

Managed by Mathieu LE TACON and Frédéric SUBRA, the Wealth law & taxation department assists company founders, leaders and families in the conduct of their strategy of acquisition disposal and wealth securing and optimisation : from their investment to their estate planning.

We intervene in particular in terms of :

Wealth taxation

  • Wealth audits
  • Family governance and family charters
  • Cryptocurrency
  • Philanthropy
  • Real estate taxation (investments, real estate OBO, OPPCI)
  • Personal tax returns

Transmission and estate planning

  • Pre-sale transactions (pre-sale donations, contributions and disposal transactions)
  • Setting-up of transmissions under the Dutreil Pact
  • Wealth structuring operations with leverage (LBO, OBO, FBO)
  • Life insurance

International assistance

  • Structuring of French and foreign wealth
  • Transfers of residence : expatriation, impatriations
  • Management of the Exit-Tax and of the 3% tax
  • Taxation of artists and of sports people
  • Management of the French aspects pertaining to trusts

Pre-litigation & litigation

  • Requests for advance rulings
  • Ensuring the compliance of tax positions (internal and off-shore)
  • Assistance with tax inspections (ESFP, visits and seizures, etc.) and tax litigation
  • Assistance in the settlement of complex/conflicting estates
  • Assistance in complex criminal proceedings relating to tax matters

Rankings of the department

  • CHAMBERS FRANCE 2025
    • Tax : Band 6
  • LEGAL 500 EMEA 2025
    • in Tier 5 in Tax
  • PALMARES DU DROIT PARIS 2025
    • Wealth law : Golden Trophy

* PALMARES LE POINT 2025

    • Tax law : ⭐⭐⭐⭐⭐
  • DECIDEURS 2025
    • Wealth taxation : Unbeatable
    • Wealth Management - Litigation and Pre-Conflict Assistance : Excellent
  • PALMARES DU DROIT LYON 2024
    • Tax : Golden Trophy

News

2026 Best Law Firms ranking

DELSOL Avocats is delighted to have been included in 35 categories in the first edition of the Best Law Firms™ – France rankings (by Best Lawyers). Biotechnology and Life Sciences Practice Construction Law Corporate Law Information Technology Law Insolvency and Reorganization Law Litigation Mergers and Acquisitions Law Private Equity Law Real...

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17/07/25 - WEBINAR - The big tax reform of 2025 : what do we know today

Marc QUAGHEBEUR will be hosting a webinar entitled "The big tax reform of 2025 : what do we know today", on Thursday 17 July 2025 from 1.00 pm to 2.00 pm. The Belgian government announced a big tax reform, that would reduce the tax burden on work, and has finally agreed the outlines of the capital gains tax on financial assets. 👉Information...

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PRESS RELEASE - DELSOL Avocats advised BMG Group on its merger with FSDV and its initial public offering

DELSOL Avocats advised BMG Group, which specialises in commercial property, on its merger with FAÏENCERIES DE SARREGUEMINES, DIGOIN & VITRY-LE-FRANCOIS, resulting in the emergence of a French group listed on Euronext Paris in the property sector, called FSDV. Managed by Louis and Nicolas Ramé, the BMG family group has floated on the stock...

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PRESS RELEASE – DELSOL Avocats announces the appointment of six new Counsels

DELSOL Avocats is pleased to announce the appointment of six associates as Counsel : Eleonora Bufalini (Real Estate - Construction), Maïlys de Meyer (Wealth law & taxation and Corporate Taxation), Marie d’Ozouville (Non-Profit Organizations - Social and solidarity-based Entrepreneurship), Jennifer Pereira-Chevallier (Public Law), Gabriela...

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