Wealth planning
We can work with you to devise the best wealth strategy that will provide lasting effects in preserving, developping and transferring your assets. This strategy is implemented by personalised management and backed up by experienced professionals, within a legal and fiscal framework that best suits your situation.

Financial planning
If you are a family shareholder, manager of large corporate groups or an entrepreneur, with HSBC France we can help you with operations such as analysing and organising assets prior to sale, corporate evaluations, changing shareholding structures, selling companies, leveraged arrangements, property transactions and deal structures.

Tax planning
Successful tax optimisation relies on being able to plan for tax and its possible consequences, providing a durable structure for assets over time while maintaining the flexibility to react to regulatory developments.

Our specialists in tax optimisation can advise you over tax issues and design appropriate solutions for your needs: holding companies, foundations, planning wealth structures or wealth restructuring. In this area, the objective of our Inflation Plus offer is also yours: to achieve the best possible performance after tax and inflation.

Property services
We offer advice and financing for buying property as a residence or an investment depending on your objectives: yield, valuation or tax exemption. With the support of the HSBC Group, we choose the products that are best suited to your situation: Robien, LMP, SCPI, Malraux, Girardin.