A team specialized in international Wealth Planning

atlantic-family-office
atlantic-family-office

A team specialized in international Wealth Planning

Atlantic Business Solutions

LUXEMBOURG, SWITZERLAND AND GIBRALTAR

Philosophy

The international regulatory environment affecting our clients, their families and/or their businesses is always changing. At Atlantic Business Solutions we are specialised in transnational asset structuring both for our clients’ personal and professional assets.

Goals

We help high net worth families plan their wealth over generations. Legal coordination and appropriate tax planning of their assets are critical to safeguarding and passing on family assets from one generation to the next.

Having identified each client’s wealth management goals, context and constraints, Atlantic Business Solutions implements the agreed strategy and then constantly monitors it for changes in the overall environment. Playing the role of Conductor of their assets, we work side-by-side with our clients to identify the right expert(s) (lawyers, notaries, accountants, trustees, bankers, insurers, real estate experts, etc.) and then challenge, query, negotiate and ultimately propose and implement the most appropriate solutions on the best terms.

GLOBAL LEGAL AND TAX COORDINATION

ADVISORY ON FINANCIAL AND ESTATE PLANNING

ADVISORY ON BUY/SELL TRANSACTIONS CONCERNING CORPORATE SHAREHOLDINGS, REAL ESTATE AND OTHER ASSETS

FUND-RAISING MANDATE, MAINLY IN THE REAL ESTATE AND PRIVATE EQUITY SPHERE

MANDATE FOR CORPORATE OR HIGH NET WORTH FAMILY RELOCATION


The Team


Lionel

Lionel Coupé

Managing Director

Lionel has over fifteen years’ experience in wealth and financial planning for international private clients. He is specialised in structuring private wealth and creating sophisticated tax efficient vehicles. He worked at Société Générale during twelve years as deputy head of wealth planning & fiduciary services and previously as head of the tax planning & financial engineering department. Lionel holds a master in international contract law and speaks fluently French and English. He joins Atlantic Business Soltions n the position of Expert in Financial Engineering.

Clotilde-2-web

Clotilde Briquet

Lawyer and Financial/Tax Consultant

Throughout her years in Gibraltar, Clotilde has accumulated a wealth of experience and knowledge in all matters related to private clients and the management of their legal and financial matters. She is an acknowledged expert in the starting and development as well as management of trusts and holding structures.
Clotilde is a member of the Paris bar and a Registered European Lawyer with the Supreme Court of Gibraltar.
Clotilde’s years working in the private banking and commercial law firm environments has afforded her extensive knowledge as regards the tax optimisation of transnational corporate structures.

2017 Atlantic Financial Group

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