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Swiss resident
French expatriate
French resident
About
English
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Swiss resident
French expatriate
French resident
About
English
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Wealth transfer in France: little-known options
French expatriates, France Margot 01.06.24 French expatriates, France Margot 01.06.24

Wealth transfer in France: little-known options

French wealth transfer is very burdensome. Expatriation, "donation trans-générationnelle avec réincorporation" and renouncing your inheritance are little-known optimization alternatives that can complement donation of bare ownership, "assurance-vie" and business transfer.

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A real estate investment worth knowing
Swiss residents, French expatriates Margot 01.04.24 Swiss residents, French expatriates Margot 01.04.24

A real estate investment worth knowing

The European SCPI is a little-known way to invest in real estate. It suits almost everyone and can be used to generate passive income or for building wealth. In building wealth, it's a great complement to the stock market because it lowers volatility and increases resilience to inflation.

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Investing for your children in Switzerland
Swiss residents, French expatriates Margot 01.10.23 Swiss residents, French expatriates Margot 01.10.23

Investing for your children in Switzerland

As a Swiss resident, you don't pay much tax. The best solution for you depends on: whether you prefer to invest monthly or annually, in your name or your child's, the amount, and what's easiest for you.

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Investing for your children
French residents, French expatriates, Swiss residents Margot 01.08.23 French residents, French expatriates, Swiss residents Margot 01.08.23

Investing for your children

If you invest well from birth, at age 40 your child can expect to have in today's money: 150k euros / francs for a monthly effort of 100 - 1.5 million for an effort of 1000.

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Ask Margot

Franco-Swiss advanced investment blog. A testimonial from a wealthy peer.

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