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When you want your tax life to be as [[font-h1:calm]] as the [[font-h1:rest]] of your empire

What it is
It is [[font-h2:mental]] load, permanent complexity...
Where you are
International tax is [[font-h2:not]] just about compliance.
What we do
[[font-h2:Protection]] is our premium annual mandate to [[font-h2:secure]] your French income, wealth and obligations over [[font-h2:time]].
The worst part
And a diffuse risk that [[font-h2:never]] fully leaves your mind.
The best part
So you can be [[font-h2:truly]] at peace.

Who [[font-h2:Protection]] is for

  • Leaders and founders who live between several countries and want their French tax life handled at a high level, without friction.
  • Ultra‑high‑net‑worth individuals who want a fluent, reliable French tax relationship, not a new source of stress.
  • International families with income, assets or investments in France, who need one stable French tax counterpart.
  • Family offices seeking a trusted French tax partner who is available, reactive and long‑term.

This is for people who want to be protected, accompanied — and tranquil.

The specific problems we solve

Constant mental load

International tax is not just about compliance — it creates a constant mental load.

Permanent complexity

Your tax life carries ongoing, diffuse complexity that never fully leaves your mind.

No stable French tax counterpart

You need one reliable French counterpart to handle income, wealth and obligations over time.

Risk of approximate filings

Errors or approximate filings can quietly become expensive problems later.

Reactive instead of proactive tax life

You are tired of constantly correcting things instead of anticipating them properly.

Need for calm, high-level handling

You want your French tax life handled properly, calmly and at a premium level.

The steps to

Protection

from strategy to yearly serenity

1. Initial consultation & strategic framing

Every Protection mandate starts with a personalised consultation.

We go deep into your international family office tax situation and define a strategy adapted to your life, your assets and your rhythm.

You receive:

  • A clear view of your obligations in France.
  • A reading of your key risks and blind spots.
  • A proposed trajectory for the coming year (and beyond).

2. Premium annual mandate — Income & Wealth

  • Protection is a full‑service annual accompaniment covering your French tax life for income and/or wealth.
  • It typically includes:
    • Dedicated situational analysis at the start of the year.
    • Bi‑monthly consultations during the tax season.
    • Secure, streamlined collection and transmission of documents.
    • Preparation of French and relevant international tax forms.
    • Estimate of your tax burden before filing, so nothing is a surprise.
    • Complete, secure filing of your French returns.
    • Monthly follow‑up until you receive your tax assessment.
    • Verification of tax amounts and accompaniment through payment.
    • Drafting of letters, claims or gracious requests, where necessary.
    • Coordination with international partners and your other advisors.
  • Protection is designed so that your French tax life is handled — properly, calmly, and without you having to chase anyone.

Direct access [[font-h2:and]] emergency assistance

Protection clients benefit from a direct channel with us, including WhatsApp, when urgent questions or events arise.

You do not wait weeks to know what to do. You send the letter, the question, the doubt — and we respond with clarity and next steps.

How we work together

Let’s start with a conversation. No pressure, no pitch — just presence.

First meeting via Calendly – 45 minutes, 600 €

Strategic diagnostic of your situation and whether Protection is the right offer.

Follow‑up strategic call for “small questions” – 1 hour, 1 500 € incl. VAT + written summary

For clients who need to unlock a few key decisions before entering a yearly mandate.

Once the Protection mandate is in place, we work on a forfait basis for the year (Income, Wealth, or both), with a clear scope and no hour‑counting.

[[font-h2:Protection’s]] objective

  • Reduce mental load.
  • Avoid errors and “approximate” filings that become problems later.
  • Anticipate instead of constantly correcting.

Protection is tax and wealth serenity for international great fortunes, organised at the highest level.

Who this offer is [[font-h2:not]] for

  • People looking for purely tax‑driven, artificial schemes with no real substance behind them.
  • Those who want the cheapest option, regardless of future risk or peace of mind.
  • One‑off “quick questions” with no willingness to look at the whole picture.

What our clients have to say

“The French tax authorities validated your analysis. I am deeply grateful for your work — it is the best Christmas gift I could have received. After surprise visits from inspectors, getting my quiet life back changes everything.”
British researcher and economist
“Amazing news this week. Thank you!!
(Official confirmation from the French tax authorities: possibility to spend more than six months in France without changing tax residence, under conditions.)”
Finance executive (US)
“We have received the refund. We thought the file was lost — thank you.”
British scientist, former executive in industry and finance
“Thank you. Your analysis gives us the clarity we need to decide.”
International client
“Your support was decisive. The meeting was crucial, and you led it with remarkable mastery towards the necessary solutions.”
Shareholder of a family group
“Your involvement is essential for this project. Thank you for agreeing to relaunch it with us.”
CEO, international group based in France
“We worked together in the past on our FATCA and CRS obligations. I would like to renew this support in my new group.”
Head of Risk & Compliance, international group
“I sincerely thank you for your constant commitment in handling a complex and emotionally demanding situation.”
Family office, ultra‑high‑net‑worth client
“We very much look forward to continuing to work with you in 2026.”
Head of Private Wealth, Jersey

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