CROSS-BORDER
STRUCTURING
OWNERSHIP, TAX AND ESTATE ARCHITECTURE FOR
INTERNATIONAL CLIENTS ACQUIRING IN FRANCE
EVERY STRUCTURE
MATTERS
The ownership structure chosen at acquisition determines tax exposure, estate implications and long-term flexibility.
For international clients, these decisions extend across jurisdictions and involve differing succession regimes and wealth tax implications that vary significantly depending on residence, nationality and the nature of the asset.
They must be addressed at the outset, not retrospectively.
Every property has its price.
Every structure its consequences.
YOUR EXISTING
FRAMEWORK
Monument provides structuring oversight, working alongside your existing advisors or, where appropriate, with trusted specialists from our network.
Our role is to ensure that ownership, financing and jurisdictional considerations are fully aligned, without displacing the advisors already involved in your transaction.
A secure and optimised structure that protects your
interests today and preserves your options for the future.
OUR
SERVICES
Selection of the appropriate mechanism — direct ownership, SCI, corporate or family structure — aligned with your residence and objectives.
Analysis of wealth tax exposure, succession considerations and cross-border implications for non-resident buyers, particularly relevant for internationally mobile families.
Working alongside notaires, lawyers, tax advisors and family offices to ensure coherence across jurisdictions. Conflicting structuring decisions are identified and avoided.
Ensuring French regulatory, AML and documentation requirements are met without disrupting the transaction timeline.