Advising wealth between France and Spain
Between Strasbourg, Madrid and Nice, Arius supports entrepreneurs, families and private investors whose financial lives unfold on both sides of the Pyrenees — and internationally.
Two countries, one strategy
Arius supports clients whose wealth situation has a Franco-Spanish or international dimension: residence, family, real estate assets, investments, company, taxation, transmission, mobility. As soon as wealth touches two jurisdictions, every decision taken in one country produces effects in the other.
A move to Madrid changes tax residence and the treatment of income; a second home on the Costa Blanca raises succession questions specific to Spanish law; a life insurance policy taken out in France does not produce the same effects once residence has been transferred. Treated in isolation, these subjects lead to inconsistencies; treated together, they become a strategy.
The firm helps clarify the issues, coordinate local advisers and build a coherent wealth strategy, designed to withstand both time and borders.
Franco-Spanish trajectories
Mobile entrepreneurs
French entrepreneurs established or active in Spain: structuring of the activity, articulation of remuneration, social protection, residence choices, coherence between the two systems.
Families with assets in several countries
Families holding assets across borders — real estate, investments, shareholdings — seeking a consolidated view and a legible organisation of the whole.
International investors
Investors whose personal or professional mobility calls for wrappers and contracts suited to international situations, particularly in terms of portability and legal certainty.
Cross-border transmissions
Anticipating transmission in a Franco-Spanish context: applicable succession laws, taxation in both countries, protection of the spouse, organisation of gifts and holdings.
A wealth coordinator, on both sides of the border.
Arius does not take the place of the competent legal, tax or accounting advisers in each country, but acts as a wealth coordinator to bring coherence to the decisions taken.
Where the situation requires it, the firm works in coordination with the lawyers, notaries, asesores and accountants competent in each jurisdiction, so that each adviser's recommendations fit into an overall strategy — yours.
Does your situation cross a border?
A first conversation — in Strasbourg, Madrid, Nice or by video call — allows us to set out the issues of your international situation.
Discuss your situation