Fiduciaire du Lys
Your Trusted Partner
in Wealth Management and Security
Created to meet the expectations of a discerning clientele—comprised of families with exceptional wealth and businesses of various sizes—Fiduciaire du Lys offers you unparalleled expertise. We act as a true guide in securing and enhancing your assets while preserving their integrity. Combining proximity, excellence, and innovation, our mission is to support our clients in safeguarding and developing their projects through tailor-made solutions aligned with their ambitions.
The trust is a legal mechanism established by Law No. 2007-211 of February 19, 2007 in France. It allows a person or a company, called the settlor, to temporarily transfer assets, rights, or securities to a trustee. These assets are placed into a separate estate, called the trust estate, which is completely distinct from that of the trustee.
This secure and rigorously regulated framework ensures the administration of assets according to the objectives set out in a trust agreement crafted together with our team: protection, management, enhancement, or security.
The trust can be implemented in two main forms, tailored to the specific needs of each situation.
A Tool for Administering , Enhancing and/or Transmitting an Estate
Trust-Management allows a settlor to assign assets to a trustee while remaining the beneficiary of the income or profits generated from those assets. This arrangement is popular with families and businesses seeking to optimize the management of their estate.
This structure is particularly suitable in situations such as the management of assets, especially those located in France and owned by non-residents, whether directly or through an intermediary structure, the transmission of estates, the management of relations between partners, or the administration of the estates of vulnerable individuals.
Here, the trust agreement is concluded between the settlor, who is also the beneficiary, and the trustee. This mechanism finds practical application in various situations, including:
➤ Isolating an asset to address a liability.
➤ Managing family or professional wealth.
➤ Safeguarding and/or transferring assets in a secure manner.
A Strong
Guarantee
to Ensure the
Payment
of a Debt
The trust-security is regarded as a preferred legal mechanism in financing arrangements.
This mechanism allows a debtor (settlor) to transfer assets as security for a debt contracted with a creditor (beneficiary).If the obligations are not fulfilled, the assets can be transferred to the beneficiary to cover the debt.
Here, the trust agreement is signed by three parties: the beneficiary, holder of the debt, the settlor, debtor of the debt, and the trustee, responsible for ensuring the contract’s compliance.
These two forms serve different objectives but share a rigorous framework, ensuring security and transparency for all parties involved.
At the conclusion of the trust, the profits or benefits generated within the trust estate are redistributed to the settlor or a third-party beneficiary, as applicable.
The security trust is particularly well-suited for the following situations:
➤ Ensuring the payment of a debt.
➤ Protecting the settlor’s assets from the risks of liquidation or bankruptcy.
Needs analysis
Appointment of parties
Drafting and signing
Asset administration
Transparency and reporting
Return or realization
Creation and management of trusts tailored to your needs
We support our clients at every step, from the initial structuring to the termination of the trust, with a tailored approach that accounts for the diversity of entrusted assets and the complexity of legal and tax considerations.
Drafting and Legal Structuring
Termination and Asset Transfer
Strategic Advisory
Trust Management and Oversight
to your estate
A multidisciplinary team of attorneys, admitted to the Paris Bar, specializing in various branches of business law, led by Ardavan Amir-Aslani, founding attorney,
with over 30 years of experience in international strategic advisory.
Our commitment: proximity, excellence, and rigor in all our engagements.
Ardavan Amir-Aslani: Founding Attorney.
Would you like assistance with your procedures or to benefit from the advice of our trust experts ?
Contact us today. We are here to listen and provide solutions tailored to your needs.
