wealth-management – Riviera Wealth Management

French Forest Investment Funds (GFI) in 2026: Triple Tax Advantage, IFI Exemption and Succession Planning

The French GFI (Groupement Forestier d’Investissement) combines three simultaneous tax advantages: an 18% income tax reduction at subscription, a 75% IFI wealth tax exemption, and an uncapped 75% Monichon succession abatement. In 2026, discover why high-net-worth investors systematically include this tangible forest asset in their wealth strategy.

juillet 23, 2026

The Dutreil Pact 2026: Transfer Your Business with a 75% Tax Exemption

The French Dutreil Pact exempts 75% of a company’s value from succession or gift taxes. For €1,000,000 in professional assets, taxes drop from €213,000 to just €28,000. A complete guide to eligibility conditions and combined strategies in 2026.

juillet 18, 2026

Matrimonial Regimes: Changing Your Regime After 40 to Protect Your Wealth

Your matrimonial regime can be changed at any time after two years of marriage. Universal community, separation of assets, participation in acquisitions: how to choose the right regime to optimise your estate transfer and protect your surviving spouse.

juillet 14, 2026

Étiquette : wealth-management