Optimising your wealth between France and Switzerland, with institutional rigour and verifiable figures.
A signature service of the Firm for sellable entrepreneurs, executives approaching exit and internationally mobile heirs. Three weeks, three costed scenarios, two jurisdictions handled in parallel — French side and Swiss side alike.
Four profiles, one shared lens.
The service addresses individuals whose exit from France and arrival in Switzerland must be handled simultaneously — in tax, civil and wealth terms.
Entrepreneurs approaching exit
Industrial or real-estate sale imminent (12 — 24 months). Coordination of the exit tax (art. 167 bis CGI) with arrival under the forfait fiscal.
Executives & heirs
Family holdings, Dutreil pacts, transmissions to structure. Anticipation of gifts under art. 750 ter CGI and Swiss cantonal planning.
Athletes & artists
International income, high mobility, image and derivative rights. Lump-sum regime and the FR-CH 1966 treaty.
International investors
Holdings under art. 28a LIFD, foundations, Luxembourg vehicles. Arbitrage between direct holding and Treuhand.
Three weeks, three interim deliverables.
Each stage is framed by a weekly review and a written document. No schedule slippage, no blind spot.
Wealth audit
Full France & Switzerland mapping: Pappers for French companies, Handelsregister for Swiss entities, current French tax profile, exposures by jurisdiction. Interim debrief at week-end.
Structuring options
Three costed scenarios: simple forfait fiscal, holding under art. 28a LIFD, mixed structure. Simulation of exit-side French tax, entry-side Swiss tax, one-off and recurring costs. Ten-year comparison.
Deliverable & decision
Final 30 — 40 page three-scenario memo, oral presentation in Geneva or by video, decision support. Detailed implementation action list, including cantonal ruling timeline.
A memo that stands before a tax committee.
The final document is designed to be read by your CFO, your family officer or your investment committee. Verifiable figures, precise citations, operational timeline.
- Written memo, 30 — 40 pages, structured as a three-scenario comparison.
- Complete tax modelling — France (exit tax, residual IFI, social levies) and Switzerland (forfait, cantonal tax, federal direct tax).
- Implementation timeline — ruling preparation, residence permit application, filing of declarations.
- Actionable list of steps, in chronological order.
- Verifiable citations: BGE, Fedlex, France-Switzerland 1966 treaty, Cour de cassation and Tribunal fédéral case law.
A binational team, two jurisdictions handled in parallel.
Exits from France and arrivals in Switzerland are rarely handled by the same hands. On each file, the Firm pairs a partner admitted to the Paris Bar with a partner admitted to the Geneva Bar. One reading, one memo, two jurisdictions.
| Big4 | Anglo-Saxon firm | Bensaid Avocats | |
|---|---|---|---|
| Simultaneous French-Swiss expertise | Sequential — external partner | Partial, local CH partner | Integrated — Paris & Geneva on the same file |
| Legal depth | Standard, internal processes | Deep, Anglo-Saxon angle | Deep, French and Swiss law read on equal terms |
| Verifiable citations | Variable | Variable | BGE, Fedlex, France-Switzerland 1966 treaty, Cour de cassation, TF |
| Person in charge | Junior team, partner signature | International partner, local execution | Partner end-to-end on the file |
| Usual timeline | 3 — 6 months | 2 — 4 months | 3 weeks |
A flat fee, not hourly billing.
The flat fee aligns our interests with yours: we commit to a deliverable, not a volume of hours. The price depends on file complexity, never on time spent. The fee covers the entire service up to the decision.
Optional flat fee for end-to-end implementation after decision, on quotation. Written fee agreements systematically (art. 10 LLCA / art. 10 RIN).
A first thirty-minute conversation, with no commitment.
In Geneva or by video. Absolute confidentiality, mutual NDA on request. After the meeting, we tell you whether your situation falls under the signature service or another engagement format.
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