A well-drafted will is crucial for private clients wishing to ensure a smooth and efficient handover to their successors/beneficiaries. Our dedicated will-planning expert is able to assist our clients to ensure the future security and happiness of their family members and other beneficiaries.
Specifically, we have strong expertise in the following areas:
- Wealth protection, inheritance law and tax planning
- Cross-border planning for wills and succession
- Will trusts (requiring great care in ensuring the appropriate formalities are properly followed)
- Preparation of testamentary dispositions in view of the multiplicity of laws potentially applicable
- Estate administration including executorships
For a first relationship with our office, please visit Our KYC Obligations page, and see our General Terms of Business.
Xavier de Sarrau
Xavier is recognized as an international expert on Family Governance matters. He authored several articles on the matter and has been a speaker at various conferences and forums.
Also he is an expert in succession and estate planning, as well as asset protection mechanisms, and he serves as Director, Trustee or Protector of several family or private groups, based in Europe, US and Asia.
Through his involvement in the setting up and management of sophisticated Private Client structures he has acquired a unique hands-on experience of such organizations.
Before joining Gordon S. Blair as Chief Executive Officer, Gilbert has been involved in a wide range of experiences in financial consulting, banking activities and corporate restructuring, in France and abroad.
He heads the banking and financial practice and as such he managed acquisition projects including global assistance on all legal matters: corporate, regulatory, labour law, tax, etc.
He is also involved into complex cross border planning activities for successions and wills.
Audrey is specialized in French and Monegasque Tax law.
She has an extensive experience in personal taxation issue, Wealth and Estate planning. She also has experience in corporate taxation with respect to real estate & foreign investors.
She notably advises private clients on all personal taxation, real estate purchase structuring, tax reassessment assistance, drafts Wills and provides advices and assistance to settlement of international succession.
With nearly 35 years of experience acquired in leading french law firms (EY Law, Granrut Avocats, Hoches Avocats) Didier Barsus has an extensive practice of private wealth taxation; he advises family groups on tax structuring and estate planning.