Private

clients

The private clients team at C&C Notaires is organised to provide a comprehensive notarial service for both general and specialised purposes, in France and abroad, to cover all support and organisational needs for personal situations and family-owned businesses.

C&C Notaires has developed a network of external experts (bankers, family officers, lawyers, chartered accountants, etc.) from among the leading players in the market, to provide comprehensive, multi-disciplinary advice to its private clients.

Structure

The firm helps its private clients with the legal structure of their family environment and provides advice on adapting it to their personal and professional situation. An analysis of their assets and the objectives they want to achieve is used to design wealth-management strategies that reflect the specifics of each individual situation. C&C Notaires is also well equipped to advise on setting up and running family companies.

Protect

The firm offers positive solutions to anticipate the consequences of death or disability, from preventing the risk of dependency (mandat de protection future / lasting powers of attorney, will writing, etc.) to ensuring legal and tax protection for family members (mandat à effet posthume / powers of attorney with posthumous effect, wills, etc.). C&C Notaires also assists its private clients when taking out life-insurance policies (policy conditions, drafting and protection of beneficiary clauses, advice on redemption).

Transfer

C&C Notaires advises its private clients on passing on their assets based on optimal legal and tax arrangements (gift, donation-partage / living gift, donation-partage transgénérationnelle / intergenerational living gift, donatoin graduelle / two-stage gift, donation résiduelle / residual two-stage gift, etc.).
The firm also provides personalised advice on inheritance planning in an international context and offers specific know-how to support philanthropic transactions (foundations, associations, endowment funds, etc.).
C&C Notaires supports its private clients in settling the estates of family members and uses its expertise to deal efficiently and appropriately with estates in the strict sense of the term, as well as the distributions arising from them.

C&C Notaires helps its private clients in cases relating to the division of assets, at times when there are conflicting interests in both matrimonial and inheritance matters. Listening sensitively to the needs of each party and understanding their needs helps to achieve a fair and balanced solution, all under favourable tax conditions.

Purchase

C&C Notaires assists its private clients with their real estate purchases, drafting legal documents and agreements (such as preliminary contracts, deeds of sale and financial documents) and advises them on the best way to structure the project to ensure the security of their investment from a legal and tax perspective.