Transmitting calmly between Asia, Switzerland and France, with legal expertise that speaks your technical language.
A signature service of the Firm for Chinese and Asian clients holding international wealth (CHF 30 to 300 M). Trilingual audit of the existing structure — fiducie, trust, family office, holding 28a — recommendations in light of the Chinese Civil Code reform of 2021, inter-generational transmission planning.
Three profiles, one shared lens.
The audit addresses individuals and families whose wealth is legally allocated between Asia, Switzerland and France, and whose inter-generational transmission requires a coordinated reading of several legal systems.
The Chinese entrepreneur with a Swiss structure
Wealth held in Switzerland via fiducie, foreign-law trust or holding 28a. Structure set up five to fifteen years ago, to be reviewed in light of the Chinese Civil Code (民法典) in force since 2021 and current FTA rules on tax transparency.
The Asian family with European assets
Real-estate (Paris, Geneva, London) or financial wealth (private banking, private equity) held directly or via family office. Generation in transmission, heirs spread across several jurisdictions.
The open succession with Asian heirs
Succession in progress, with settlor or deceased in Asia or Europe, and beneficiaries resident in Hong Kong, Singapore or mainland China. Coordination with local counsel, French (art. 792-0 bis CGI) and Swiss reporting.
Audit, modernisation, transmission — three axes, one integrated reading.
Every engagement systematically examines the three axes below, with weighting depending on your situation. The final deliverable articulates the recommendations across the three.
Audit of the existing structure
Full mapping of the fiducie, family office, holding 28a, Luxembourg SOPARFI or foreign-law trust. Review of the constitutive deed, identity of settlor, trustee and beneficiaries, historical distributions, and compliance with applicable law.
2021 Chinese Civil Code & interplay with the West
Reading of the 民法典 (Chinese Civil Code, in force since 1 January 2021) in its interaction with the 民事信托 (Chinese civil fiducie) and Western structures — Hague Convention 1985, art. 792-0 bis CGI, CC art. 484 et seq. Update recommendations where required.
FR-CH-CN transmission planning
Articulation of Swiss (CC art. 457 et seq., compulsory heirship), French (art. 750 ter CGI, gifts, succession), and Chinese (民法典, succession chapter) succession rules. Tripartite tax optimisation and coordination with local counsel.
Six to eight weeks, a trilingual deliverable.
The complete audit runs six to eight weeks depending on the complexity of the structure. The final deliverable is drafted simultaneously in all three languages — not a translation, three native drafts.
Gathering & mapping
Collection of constitutive deeds, amendments, administration correspondence. Complete mapping of entities, legal links and historical flows.
Trilingual legal diagnosis
Cross-reading of Swiss / French / Chinese law. Identification of blind spots, inconsistencies between deeds, tax or succession risks.
Costed recommendations
Three modernisation scenarios, costed over ten years: improved status quo, targeted restructuring, full overhaul. Prior coordination with local counsel in Hong Kong, Singapore or mainland China.
Trilingual deliverable & defence
Final memo drafted in French, English and 中文 (Mandarin). Oral defence in Geneva or by video, in the language of your choice. Chronological action plan handed at closure.
Two tiers, one flat fee per file.
The flat fee depends on scope — audit alone or audit with accompanied implementation. The price is negotiated according to the complexity of the structure and the number of jurisdictions involved.
Excluded: third-party costs (notaries, sworn translators, cantonal and federal administrations), foreign counsel fees. Written fee agreement systematically (art. 10 LLCA / art. 10 RIN).
Three enforceable commitments.
The nature of cross-border succession files imposes a level of protection that exceeds ordinary professional secrecy. Three written commitments formalise it.
- Mutual NDA signed before any substantial exchange. Lawyer's professional secrecy (art. 13 LLCA in Switzerland, art. 66-5 of the French law of 31 December 1971) is supplemented by a mutual confidentiality agreement covering both parties' advisors.
- Internal Chinese wall on request. When the Firm acts for several members of the same family or on potentially divergent interests, a strict internal separation is set up — distinct teams, partitioned files, signed separation protocol.
- Sworn translation and notarisation. Every document exchanged is translated by sworn translators registered on official cantonal Swiss lists or French courts of appeal lists. Notarisation by partner notarial office on all enforceable acts.
A first free conversation in French, English or 中文.
In Geneva or by video. Absolute confidentiality, mutual NDA on request. After the meeting, we tell you whether your situation falls under the signature audit or another engagement format, and we hand you an indicative work calendar.
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