The Fiscal Roadmap

One clear fiscal architecture for your life, your companies and your legacy

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This is not ad hoc tax advice. It is a deep, one time premium work where I map your entire situation across borders. We surface real risks and possibilities. We then design a coherent fiscal structure that serves your ambitions, protects your family and holds in front of any administration. If classic advice has left you with anxiety, patchwork and questions, the Fiscal Roadmap is where we put everything on the table and rebuild on solid ground.

Schedule your trajectory session
Your Trajectory Session

A 45 minute paid consultation to map your stakes, your goals and decide together whether the Fiscal Roadmap is the right container for you.

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Ready to map your own story?
Let’s build together
Schedule a call
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What this work actually is

This is not a hotline, a quick opinion or a trick to “pay less tax”. It is a strategic container where we redesign the fiscal side of your life so it finally matches what you have built.

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Architecture, not patchwork

We stop treating each company, property or country as a separate case. We look at everything together and build one coherent structure instead of stacking quick fixes.

Dreams and risks in the same conversation

We talk about what you fear (controls, requalifications, loss) and what you really want (freedom, growth, legacy), then design scenarios that respect both.

One deep premium project, not endless advice

We work in a focused timeframe, with a clear beginning and end, to produce a roadmap you can live with for years and use with all your other advisors.

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Who the Fiscal Roadmap is designed for

This work is for people whose reality is already complex and who know they cannot afford to improvise.

It is designed for you if…

  • You live, build or invest across several countries.

  • You have multiple entities, assets or properties and feel your structure is fragile or opaque

  • You have already consulted several advisors and still feel exposed, confused or badly coordinated

  • You are approaching a major move (exit, relocation, fundraising, transmission, big investment) and want to decide from a calm, informed place

  • You want to stay fully within the rules while using every intelligent option that fits your reality and your values

If you read this and recognise your situation, the Fiscal Roadmap is probably the right container.

Inside the Fiscal Roadmap

What you receive is not a vague set of recommendations, but a structured piece of work you can actually live with and defend.

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Global mapping

We lay out your countries, entities, flows, family stakes and projects in one coherent picture, so your international life finally becomes readable.
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Risk and fragility scan

We identify where you are truly exposed, what could break in a control or a change of law, and what has been ignored or underestimated until now.
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Scenario lab

We design several quantified paths with clear trade offs. Stay, move, restructure, transmit, invest. You see the impact of each choice before you decide.
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The written architecture

You receive a long form consultation that translates all this into one coherent fiscal structure you can live with, grow with and defend in front of any administration.
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Implementation roadmap

You leave with a concrete plan for what to do, in which order, and with which advisors, so the architecture we designed together becomes reality.

Practical details

This is premium, deep work. It needs a clear frame.

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Format

We work mainly at distance (video, secure data room), in French or English. In certain cases, in person meetings are possible.
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How it starts

Always with a paid trajectory session (45 minutes) where we map your situation, your stakes and your goals, and decide together if the Fiscal Roadmap is the right next step.
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Timeline

From the start of the Roadmap to delivery of the written architecture, count a few weeks to a few months, depending on the complexity of your structure and how quickly we receive the documents.
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What is included

Analysis, scenario design, the written consultation, the implementation roadmap and, when needed, strategic exchanges with your other advisors.
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What is not included

Day to day accounting, pure compliance filings or all administrative executions. These are handled by your accountant, notaire, banks or other professionals, working from the roadmap we created.
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Questions about the Fiscal Roadmap

You are not buying a template. It is normal to have questions before we start.

Do I need to change country or restructure everything if we work together?

No. Sometimes the best option is a big move. Sometimes it is a precise adjustment of what already exists. My role is to show you the scenarios, with numbers and consequences, so you can choose the path that really fits your life, your family and your appetite for change.

What if I already have an accountant, a lawyer and a private banker?

Perfect. I do not replace them. I design the global architecture and give them a clear roadmap to work from. When needed, I coordinate with them so that what we decide together is implemented correctly in each country and each structure.

Is my situation too atypical or too “messy” for this to work?

Probably not. Many of my clients arrive with a patchwork of entities, countries and decisions made over years. The Roadmap exists precisely for that: to put everything on the table, restore logic and give you one coherent picture to act from.

How do you charge for the Fiscal Roadmap?

This is a forfait, not hourly billing. After the trajectory session and a first view of your situation, I send you a clear proposal with a fixed fee that covers the full Roadmap. You know exactly what is included before we start.

What happens after the Roadmap is delivered?

You keep the written architecture and the implementation plan. If you wish, I can stay involved as a strategic partner for key decisions or future adjustments, but there is no obligation. The idea is that you are equipped and sovereign, not dependent.

Ready to give your biggest dreams a fiscal structure that actually holds?

Come with your questions, documents and big ideas. We will see if this is the right space to hold them.

Schedule a call
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