Wealth structuring

Our expertise

Plan and organise

Plan and organise

The members of the Private Bank Wealth Engineering team in France are legal and tax experts who advise company leaders on sales, LBOs and long-term financing transactions. The Wealth Management department also works with families to assist them with real estate transactions and asset restructuring and management. Our professionals help you take the best possible decisions to structure and increase your assets.

A financial, tax and succession analysis of your assets is the first step. They must also be aligned with your values and lifestyle, as well as those of your heirs. Yvan Vaillant Director of wealth engineering, Edmond de Rothschild (France)
What defines us

Ability to anticipate

  • ​Asset structuring expertise

    Our teams help you compile a clear, concise and complete inventory of your assets including business, financial, real estate and art assets. Our experts will advise you on how to optimise holding structures to ensure that you make the best possible choices.

  • Highly specialised succession planning teams

    ​Succession must be planned early. Our teams are available to inform you about tax regimes, legal subtleties and the best available options to prepare your succession with a very long term vision. They are experts in the complex and increasingly international issues which both entrepreneurs and families must deal with.

  • ​Real expertise in philanthropy

    The Rothschild family's experience in philanthropy, characterised by specific know-how acknowledged for many years, led the Edmond de Rothschild Group to develop a complete range of dedicated skills. We provide this expertise to help you implement an effective philanthropic approach which is consistent with your assets and your values.


Wealth transfer: an important moment of truth

Interview of Catherine Motamedi, Head of Wealth Solutions Edmond de Rothschild (Suisse) S.A.
Organizing one's wealth transfer is as important as managing it appropriately. Planning one's succession by securing assets and preparing future heirs is essential to perpetuate family estate over time.
Learn more View all stories
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Contact us

Edmond de Rothschild (France)
47 rue du Faubourg Saint-Honoré
75401 Cedex 08 Paris

+ 33 1 40 17 25 25