TRYGGHET WEALTH & ESTATE
Tailored legal guidance to protect and structure your wealth in France and across borders.
Are you Swedish or living abroad and do you own assets in France?Plan your wealth in France with the same peace of mind as at home,taking your international situation into account.
I work with you to plan the future transfer of your assets, anticipate succession issues, and protect your loved ones — in your own language and in coordination with the relevant professionals whenever needed.
- A single point of contact who coordinates everything
- Attorney at the Paris Bar & Attorney Specializing in Real Estate Transactions
- International French-Swedish Lawyer
Why My Clients Choose Me
Planning for the future is, above all, about protecting the people you love.
For many of my international clients, the assets they hold in France represent far more than money. A family home filled with memories, the result of a lifetime’s work, savings, investments or life insurance policies — a legacy they want to preserve and pass on to those they love with confidence and peace of mind.
But when your life and assets span France and other countries, thins can quickly become complex.
- How can you be sure you understand documents from another country, based on unfamiliar rules and procedures?
- Which country’s law will apply to my estate when I pass away?
- What's the best way to prepare for this situation to make things easier for the family?
- What will the tax implications be in each country involved?
That's exactly when I step in.
THE TRYGGHET METHOD
Five stages. One priority: your confidence
1 · Understanding
Your situation. Your family. Your goals.
2 · Develop a Strategy
Planning your estate. Protecting your loved ones. Anticipating tax implications.
3 · Make informed decisions with confidence
You understand the implications of every decision.
4 · Coordinate all the professionals involved
Notaries, tax advisers, banks, insurers, family offices and international counsel.
5 · Guidance that evolves with you
From planning ahead to supporting your loved ones when the time comes.
When certain options are no longer available
CUSTOMER CASE STUDY
A real-life case from our firm, anonymized
A family had owned assets in France and abroad for many years. The transfer of these assets had never been planned from an international perspective.
When the issue actually arose, some solutions that might have been considered earlier were no longer feasible. It was now necessary to deal with choices that had already been made, multiple legal systems, and limited room for maneuver.
The cost of failing to plan ahead is not always immediately quantifiable. It can be financial, but also legal, familial—and sometimes human.
PLANNING AHEAD MEANS KEEPING YOUR OPTIONS OPEN.
Some options are no longer available once a certain amount of time has passed.
GETTING STARTED
THE ANALYSIS
Before taking on any assignment, I conduct a comprehensive assessment of your situation. This is the starting point for a smooth transition.
Analyze
Together, we'll analyze your financial
, assets, and family situation.
Log In
We identify risks, challenges
, tax issues, and areas requiring attention.
Build
We develop a clear, tailored wealth planning strategy.
Trygghet Patrimoine Analysis - €1,900 (excluding tax)
The cost of the analysis is fully deducted from the coaching package if we continue working together.
WHAT THE ANALYSIS OFFERS YOU:
- A snapshot of your situation
- A preview of your project in its current configuration
- A personalized action plan
- A flat-rate support plan tailored to your situation
AFTER THE ANALYSIS
SUPPORT
starting at 9,000€ (excluding tax)
Fee determined after the analysis
The Trygghet Patrimoine analysis is100% deductible from the flat fee if you decide to proceed. It quantifies your risk from the very first hour, with no obligation to continue!
Payment: 100% upon signing the fee agreement.
In addition:
- Optional services (setting up a real estate investment company [SCI], furnished rentals, advance care planning, property division, etc.) are offered as fixed-price modules.
- Unforeseen circumstances (delays or difficulties caused by third parties, disputes, requests outside the scope of the assignment, etc.) are billed based on the time spent.
WHAT I BRING TO YOUR BUSINESS
Clear, practical guidance based on a strategy we develop together.
Plan how your assets will be passed on
Your wishes are translated into valid and legally binding provisions in
France, in your language.
You protect your loved ones
The spouse and children are protected, without any conflict or unpleasant surprises.
You anticipate the tax implications
French tax laws and their interaction with those of other countries are anticipated, not simply endured.
One single point of contact
I coordinate with notaries, tax advisors, banks, etc., in France, as well as with your family office, advisors, accountants, or tax advisors abroad.
AND THEN...
Ongoing legal support as your business evolves.
"Trygghet Continu" Support Program
Ongoing legal guidance as your life, assets and circumstances evolve.
Flat monthly rate based on individual circumstances.
"Legal Concierge" Services
If you'd like, I can assist you with managing your properties and assets in France.
A quote will be provided based on the assets and the actions to be taken.
"Estate Planning" Support, When the Time Comes
When the time comes, your heirs will benefit from preferential fees for legal support throughout the settlement of your estate.
Support for "Advance Directives"
I can help you appoint someone you trust in advance to manage your affairs and protect your interests if you are no longer able to do so yourself.
Why hire a lawyer if there's a notary?
This is a question that almost all of my international clients ask.
In reality, the two do not do the same thing, and their functions and actions are complementary.
THE NOTARY
GUARANTOR OF THE DOCUMENTS
As a public officer, the notary ensures that certain legal arrangements and estate matters comply with French legal formalities and carries out mandatory procedures, such as registrations.
THE LAWYER - ME
YOUR EXCLUSIVE ADVISOR, YOUR PROJECT MANAGER
I am your trusted advisor and will guide you with a comprehensive approach: foresight, strategy, coordination, and security—both in France and internationally.
In a cross-border context, careful legal, wealth and tax planning brings invaluable peace of mind — helping to reduce the risk of future disputes, unexpected inheritance costs and double taxation for your family.
FREQUENTLY ASKED QUESTIONS - FAQ
QUESTIONS MY CLIENTS OFTEN ASK
Which country’s law will apply to my estate?
This depends on several factors, including your country of residence and any choice of applicable law you may have made. The EU Succession Regulation allows you, in certain circumstances, to choose the law that will govern your succession. Together, we will determine the approach best suited to your situation and your wishes.
Will my foreign will be valid in France?
It depends on the situation and, in particular, the types of assets involved. A review allows you to verify the validity of your arrangements and ensure they are secure.
How can I protect my spouse while preserving my children’s interests?
There are several options available in France, depending on your situation. After reviewing your situation and discussing it with you, we’ll work together to find the right balance for your family.
How can double taxation be addressed in an international succession?
Inheritance tax laws in both countries are governed by specific rules. We assess these implications while you are still alive to help you avoid unpleasant surprises at the time of the transfer.
Can everything be handled remotely if I live abroad?
Yes. Our firm is fully digital: video calls, electronic signatures, and the same level of service no matter where you are. You don't need to come in.
Can we communicate in English?
Yes, of course. As a Swedish national and a lawyer admitted to the Paris Bar, I have extensive international experience, including as in-house counsel for a US company. We can communicate in English, French or Swedish — whichever you prefer.
Do you work with my notary?
Yes. I coordinate directly with your notary, wherever they are based in France. If you do not have one yet, I can put you in touch with a notary experienced in international matters, while remaining your point of contact throughout.
When is the right time to start planning?
The earlier, the better. Planning during your lifetime gives you more options to protect your loved ones, organise your affairs and plan ahead with confidence.
LET'S PREPARE FOR THE FUTURE TOGETHER
Planning your estate is one of the most important decisions you’ll make for your family.
It deserves to be planned for calmly while you are still alive.
My role is to provide you with a comprehensive overview, to protect your loved ones, and
to help you move forward with confidence, in your own language, at every step.