TRYGGHET WEALTH MANAGEMENT
Tailored support to protect your wealth in France and internationally.
Sending packages to France with the same peace of mind as you do at home.
Coordinated legal, wealth management, and tax advisory services designed for foreign and non-
s who hold assets in France.
I will work with you to plan the transfer of your estate while you are still alive, anticipate the various steps involved, and protect your loved ones—all in your language and in coordination with the professionals who need to be involved when necessary.
- A single point of contact
- Attorney at the Paris Bar & Attorney Specializing in Real Estate Transactions
- French-Swedish
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 much more than just money. They include a family home, a place filled with memories, and sometimes the culmination of a lifetime’s work. Bank accounts, stocks, life insurance policies… a legacy to be passed on with the hope that everything will turn out well in the future, for their spouse and children.
But as soon as a person with assets has ties to multiple countries, with property and connections in France and elsewhere, the issues become complex.
- How can we understand documents written in another country that follow different processes, principles, and rules?
- What law will apply to my assets when I'm no longer here?
- 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?
That's exactly when I step in.
THE TRYGGHET METHOD
Five stages, one standard.
1 · Understanding
Your project, your family, your goals.
2 · Develop a Strategy
Estate planning, spousal protection, tax planning.
3 · Ensure that every decision is sound
You make your choice with a full understanding of the consequences.
4 · Coordinate all stakeholders
Notary, tax specialist, banking, life insurance, Swedish advisors.
5 · Supporting You Over Time
From planning ahead to settling the estate.
GETTING STARTED
The Net Worth Statement.
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 are developing a clear and tailored succession strategy.
Following this meeting, you will receive a personalized action plan as well as a proposal for a flat-rate support package tailored to your situation.
The cost of the assessment will be fully deducted if we decide to move forward together.
Balance: 1,900 €
100% deductible from the flat rate - Guidance starting at 9,000€
THE PRICE
A plan tailored to your situation.
starting at €9,000
A package tailored to your situation
The Trygghet Assessment alone:
€1,900, 100% deductible from the flat rate if you decide to continue. It quantifies your risk from the very first hour, with no obligation to continue!
Payment: 100% upon signing the fee agreement. Any additional charges, expressed as a percentage of the base fee, will be announced in advance and, if applicable, are payable monthly.
WHAT I BRING TO THE TABLE
Clear and concise results based on a strategy we developed together.
You can pass it on as you wish
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 have a thorough understanding of taxation
French tax laws and their interaction with those of other countries are anticipated, not simply endured.
You'll have a 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...
Services that extend the offering over time.
"Trygghet Continu"
I provide ongoing legal oversight of your assets in France to anticipate risks, coordinate with the various parties involved, and safeguard your interests for the long term. I support you through every stage of managing your assets.
Legal Assistance for Property Owners
If you'd like, I can assist you with managing your properties and assets in France. A quote will be provided based on the value of your assets and the actions to be taken.
Support with estate planning, when the time comes
When that person is no longer with us, as an heir of one of the firm’s clients, you will be eligible for a preferential rate for the administration of their estate.
Advance Directives
I can help you choose in advance a trusted person to manage your assets and protect your interests.
Why hire a lawyer when 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
A public official ensures that certain strategic organizations and estates follow the established process. He or she also performs mandatory tasks 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 an international estate, this combination of legal, financial, tax, and linguistic considerations provides crucial peace of mind, because by addressing during your lifetime what could otherwise become a headache for your family—such as disputes, significant estate costs, or double taxation...
FREQUENTLY ASKED QUESTIONS - FAQ
What My Clients Ask Me
Which country's laws will apply to my estate: France or Sweden?
This depends on several factors, including your place of residence and any choice of applicable law. The European Succession Regulation allows you to make this choice in certain cases. We will work with you to determine the solution that offers the most protection.
Will my Swedish will be valid for my French assets?
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 without harming my children?
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 you avoid double taxation between France and Sweden?
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.
Is it possible to organize all of this remotely, from Sweden?
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 I speak to you in Swedish?
Yes, of course. I am both a Swedish and a French attorney. We can communicate in Swedish, English, or French—whichever you prefer—both verbally and in writing.
Do you work with my notary?
Yes. I'll coordinate the case with your notary, wherever they are in France, or with my Franco-international partner notary if you don't have one yet.
Do we have to wait for a specific event to address this?
On the contrary. As long as no estate has been opened, it is still possible to plan ahead, and that is precisely where the real opportunities for protection and peace of mind lie.
Avançons ensemble
Planning your estate is one of the most important decisions you’ll make for your family.
It’s something you should plan for calmly while you’re 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, every step of the way.