{"id":142,"date":"2018-04-24T14:48:04","date_gmt":"2018-04-24T12:48:04","guid":{"rendered":"http:\/\/silvercapital-mgmt.com\/?page_id=142"},"modified":"2026-03-01T16:30:58","modified_gmt":"2026-03-01T15:30:58","slug":"fiscalite-du-patrimoine","status":"publish","type":"page","link":"https:\/\/silvercapital-mgmt.com\/index.php\/fiscalite-du-patrimoine\/","title":{"rendered":"Fiscalit\u00e9 du Patrimoine"},"content":{"rendered":"

[et_pb_section fb_built=\u00a0\u00bb1″ admin_label=\u00a0\u00bbsection\u00a0\u00bb _builder_version=\u00a0\u00bb4.16″ background_color=\u00a0\u00bb#f9f9f9″ custom_padding=\u00a0\u00bb19px|0px|51.1875px|0px\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_row admin_label=\u00a0\u00bbrow\u00a0\u00bb _builder_version=\u00a0\u00bb4.25.1″ background_size=\u00a0\u00bbinitial\u00a0\u00bb background_position=\u00a0\u00bbtop_left\u00a0\u00bb background_repeat=\u00a0\u00bbrepeat\u00a0\u00bb custom_padding=\u00a0\u00bb5px|0px|0|0px\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_column type=\u00a0\u00bb4_4″ _builder_version=\u00a0\u00bb4.16″ custom_padding=\u00a0\u00bb|||\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb custom_padding__hover=\u00a0\u00bb|||\u00a0\u00bb][et_pb_text admin_label=\u00a0\u00bbText\u00a0\u00bb _builder_version=\u00a0\u00bb4.25.1″ text_font=\u00a0\u00bbMontserrat||||||||\u00a0\u00bb background_size=\u00a0\u00bbinitial\u00a0\u00bb background_position=\u00a0\u00bbtop_left\u00a0\u00bb background_repeat=\u00a0\u00bbrepeat\u00a0\u00bb hover_enabled=\u00a0\u00bb0″ global_colors_info=\u00a0\u00bb{}\u00a0\u00bb sticky_enabled=\u00a0\u00bb0″]<\/p>\n

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FISCALITE DU PATRIMOINE <\/strong><\/h2>\n

<\/strong><\/p>\n<\/blockquote>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=\u00a0\u00bb1_2,1_2″ _builder_version=\u00a0\u00bb4.16″ width=\u00a0\u00bb92.4%\u00a0\u00bb min_height=\u00a0\u00bb636.9px\u00a0\u00bb custom_margin=\u00a0\u00bb|auto||173px||\u00a0\u00bb custom_padding=\u00a0\u00bb5px|0px|25.2969px|0px\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_column type=\u00a0\u00bb1_2″ _builder_version=\u00a0\u00bb4.16″ custom_padding=\u00a0\u00bb|||\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb custom_padding__hover=\u00a0\u00bb|||\u00a0\u00bb][et_pb_text _builder_version=\u00a0\u00bb4.25.1″ text_font=\u00a0\u00bbMontserrat||||||||\u00a0\u00bb custom_margin=\u00a0\u00bb|-587px||||\u00a0\u00bb hover_enabled=\u00a0\u00bb0″ global_colors_info=\u00a0\u00bb{}\u00a0\u00bb sticky_enabled=\u00a0\u00bb0″ custom_padding=\u00a0\u00bb|0px||||\u00a0\u00bb]<\/p>\n

La fiscalit\u00e9 n\u2019est pas une contrainte.\u00a0 \u00a0C\u2019est un param\u00e8tre strat\u00e9gique.<\/p>\n

Mal anticip\u00e9e, elle fragilise un patrimoine. Structur\u00e9e avec m\u00e9thode, elle en devient un levier d\u2019optimisation et de transmission.<\/p>\n

Mon r\u00f4le est d\u2019int\u00e9grer la fiscalit\u00e9 au c\u0153ur de la strat\u00e9gie patrimoniale, et non de la traiter a posteriori.<\/p>\n

Fiscalit\u00e9 des familles et transmission<\/span><\/h2>\n

Transmettre ne s\u2019improvise pas.<\/p>\n

Entre droits de succession, d\u00e9membrement, pactes familiaux, donation-partage ou structuration via holding, chaque situation n\u00e9cessite une ing\u00e9nierie sur-mesure.<\/p>\n

L\u2019objectif est double :<\/p>\n

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  • \n

    prot\u00e9ger les \u00e9quilibres familiaux<\/p>\n<\/li>\n

  • \n

    optimiser la charge fiscale dans le respect du cadre l\u00e9gal<\/p>\n<\/li>\n<\/ul>\n

    La transmission se pr\u00e9pare en amont, souvent plusieurs ann\u00e9es avant l\u2019\u00e9v\u00e9nement.<\/p>\n

    Cession d\u2019entreprise<\/span><\/h2>\n

    La cession d\u2019une entreprise est un moment d\u00e9cisif dans la vie d\u2019un dirigeant.<\/p>\n

    Plus qu\u2019un enjeu fiscal, c\u2019est un basculement patrimonial.<\/p>\n

    Anticiper la fiscalit\u00e9 de la plus-value, structurer la d\u00e9tention en amont, utiliser les dispositifs adapt\u00e9s (holding, apport-cession, pacte Dutreil le cas \u00e9ch\u00e9ant), organiser le remploi du capital : autant d\u2019\u00e9tapes qui conditionnent la r\u00e9ussite de l\u2019op\u00e9ration.<\/p>\n

    Une cession r\u00e9ussie est celle qui a \u00e9t\u00e9 pens\u00e9e avant d\u2019\u00eatre sign\u00e9e.<\/p>\n

    Fiscalit\u00e9 internationale<\/span><\/h2>\n

    Dans un environnement franco-suisse et plus largement international, les enjeux deviennent encore plus sensibles :<\/p>\n

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      r\u00e9sidence fiscale<\/p>\n<\/li>\n

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      conventions fiscales<\/p>\n<\/li>\n

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      exit tax<\/p>\n<\/li>\n

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      structuration de revenus internationaux<\/p>\n<\/li>\n

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      coordination entre juridictions<\/p>\n<\/li>\n<\/ul>\n

      Une mauvaise lecture peut g\u00e9n\u00e9rer une double imposition. Une bonne structuration permet d\u2019optimiser durablement la situation.<\/p>\n

      La fiscalit\u00e9 \u00e9volue. La strat\u00e9gie, elle, doit rester coh\u00e9rente.<\/p>\n

      Mon approche consiste \u00e0 articuler vision patrimoniale, s\u00e9curit\u00e9 juridique et optimisation raisonn\u00e9e, toujours dans une logique de long terme.<\/p>\n

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      FISCALITE DU PATRIMOINE La fiscalit\u00e9 n\u2019est pas une contrainte.\u00a0 \u00a0C\u2019est un param\u00e8tre strat\u00e9gique. Mal anticip\u00e9e, elle fragilise un patrimoine. Structur\u00e9e avec m\u00e9thode, elle en devient un levier d\u2019optimisation et de transmission. Mon r\u00f4le est d\u2019int\u00e9grer la fiscalit\u00e9 au c\u0153ur de la strat\u00e9gie patrimoniale, et non de la traiter a posteriori. Fiscalit\u00e9 des familles et transmission […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-142","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/silvercapital-mgmt.com\/index.php\/wp-json\/wp\/v2\/pages\/142","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/silvercapital-mgmt.com\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/silvercapital-mgmt.com\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/silvercapital-mgmt.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/silvercapital-mgmt.com\/index.php\/wp-json\/wp\/v2\/comments?post=142"}],"version-history":[{"count":10,"href":"https:\/\/silvercapital-mgmt.com\/index.php\/wp-json\/wp\/v2\/pages\/142\/revisions"}],"predecessor-version":[{"id":792,"href":"https:\/\/silvercapital-mgmt.com\/index.php\/wp-json\/wp\/v2\/pages\/142\/revisions\/792"}],"wp:attachment":[{"href":"https:\/\/silvercapital-mgmt.com\/index.php\/wp-json\/wp\/v2\/media?parent=142"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}