Diane Saunier and Alexis Katchourine were delighted to discuss certain aspects of wealth management strategy with a group of about ten entrepreneurs.
As soon as you become a shareholder, partner, or founder of a company, you begin to address the issue of restructuring and, later, the transfer of the wealth you have built.

Restructuring Business Assets: Two Mechanisms You Should Know About:
• Contribution-and-transfer of securities: How can you take advantage of an automatic tax deferral?
• Selling a company to yourself (OBO): How can you quickly generate cash to finance projects rather than waiting several years?

How to transfer your business assets at a reduced tax cost based on a holistic view of business and personal assets:
• Gifting company securities prior to their sale: What timeframe must elapse between the gift and the sale to avoid capital gains tax?
• The Dutreil Agreement: How can you reduce the tax burden when donating securities, and what are the steps to take to activate this tax regime?

Amid ongoing uncertainty following the numerous debates surrounding the passage of the 2025 budget bill, the guests were eager to learn, which led to some very interesting discussions.

This conference provided an opportunity to share the FareWell team’s in-depth expertise in taxation and to highlight:
• The need for a strategic vision in wealth management
• The importance of considering the interdependence between family and professional assets.

We would like to extend our warmest thanks to Stéphane Fragues and the entire OCCUR team for organizing this special gathering in the magnificent setting of the Hôtel de la Marine.