Fiduciaire du Lys
Your Trusted Partner
in
Wealth Management and Asset Protection
Serving high-net-worth families and businesses, Fiduciaire du Lys provides bespoke expertise in the structuring, protection and administration of assets.
We help our clients secure, preserve and enhance their wealth through tailored fiduciary solutions designed to support their long-term ambitions.
Our commitment is simple: personal attention, excellence and rigor in every engagement.
The fiducie is a legal mechanism established by French Law No. 2007-211 of February 19, 2007. It enables an individual or a company, known as the settlor, to temporarily transfer assets, rights or security interests to a fiduciaire (fiduciary).
These assets are placed into a separate estate, known as the fiduciary estate, which remains entirely distinct from the fiduciaire’s own assets.
This secure and rigorously regulated framework ensures that assets are administered in accordance with the objectives defined in a fiducie agreement, whether for protection, management, enhancement or security purposes.
The fiducie can be implemented in two main forms, tailored to the specific needs of each situation.
A Tool for Managing , Protecting and/or Transferring Assets
Management Fiducie allows a settlor to transfer assets to a fiduciaire while remaining the beneficiary of the income or profits generated by those assets. This arrangement is particularly suited to families and businesses seeking to optimize the management and transmission of their wealth.
It is especially relevant in situations involving the management of assets located in France and owned by non-residents, whether directly or through an intermediary structure, estate planning and wealth transfer, the governance of relationships between business partners, or the administration of assets belonging to vulnerable individuals.
Under this arrangement, the fiducie agreement is entered into between the settlor, who also acts as beneficiary, and the fiduciaire.
This mechanism is particularly useful for:
➤ Ring-fencing assets against specific liabilities.
➤ Managing family or professional wealth.
➤ Protecting and transferring assets in a secure and structured manner.
A Robust
Mechanism
for Securing
Debt Repayment
Security Fiducie is a widely used legal mechanism in financing transactions.
It enables a debtor (the settlor) to transfer assets as security for an obligation owed to a creditor (the beneficiary). If the secured obligations are not fulfilled, the assets may be transferred to the beneficiary in satisfaction of the claim.
Under this arrangement, the fiducie agreement is entered into by three parties: the beneficiary (creditor), the settlor (debtor), and the fiduciaire, who is responsible for administering the arrangement in accordance with the terms of the agreement.
While Management Fiducie and Security Fiducie serve different purposes, both operate within a rigorous legal framework designed to ensure security and transparency for all parties involved.
At the conclusion of the fiducie, any proceeds or benefits generated within the fiduciary estate are redistributed to the settlor or, where applicable, to a designated third-party beneficiary.
The Security Fiducie is particularly suitable for:
➤ Securing the repayment of a debt.
➤ Protecting the settlor’s assets against the risks associated with insolvency, liquidation or bankruptcy proceedings.
Needs analysis
Designation of the parties
Drafting and execution
Asset administration
Transparency and reporting
Restitution or transfer
Creation and administration of fiducies tailored to your needs
We support our clients at every stage of the fiducie, from initial structuring through to its termination, with a tailored approach that reflects the diversity of entrusted assets and the complexity of the legal and tax issues involved.
Drafting and Legal Structuring
Termination and Asset Transfer
Strategic Advisory
Fiducie Administration and Oversight
to Your Wealth
A multidisciplinary team of attorneys, admitted to the Paris Bar, bringing together expertise across the various fields of business law. The team is led by Ardavan Amir-Aslani, founding partner, who brings more than 30 years of experience in international strategic advisory and complex cross-border matters.
Our commitment: personal attention, excellence and rigor in every engagement.
Ardavan Amir-Aslani: Founding Partner.
Looking for support with a fiduciary project or bespoke advice regarding your assets ?
We are available to discuss your objectives and develop solutions tailored to your needs.
