Real Estate
Structuring, Protecting and Enhancing Real Estate Investments
Real estate is often one of the most significant components of a family’s wealth. Its acquisition, ownership, financing and transfer require an integrated approach combining legal, tax and succession planning considerations.
Drawing on the combined expertise of lawyers, tax advisers and former notaries, Harpers Legal advises clients throughout the lifecycle of their real estate investments, from acquisition and ownership structuring through to financing, operation and succession planning, in Monaco, France and internationally.
Areas of Expertise
Real Estate Acquisitions & Disposals : Advising on the acquisition and disposal of residential, commercial and high-value real estate assets in Monaco, France and internationally, whether through direct ownership or through corporate and investment structures.
Ownership & Wealth Structuring : Advising on the selection and implementation of ownership structures tailored to the client's wealth planning, tax and succession objectives, including companies, trusts and other ownership arrangements.
Real Estate Taxation : Advising on the tax aspects of real estate ownership and investment, with a view to anticipating and managing the consequences of acquisition, ownership, operation, transfer and disposal, including income taxation, wealth taxation, capital gain taxes and inheritance taxes.
Planning & Construction : Advising on construction, redevelopment and real estate development projects, including planning regulations, administrative approvals and the legal and contractual relationships between the various stakeholders involved in a project.
Leases & Real Estate Contracts : Drafting, negotiating and securing residential, commercial and professional leases, as well as other agreements relating to the ownership, operation and management of real estate assets.
Financing & Security Arrangements : Advising on the structuring and implementation of real estate financing transactions, including the negotiation and establishment of security interests and related financing arrangements.
Real Estate Succession Planning : Advising on the structuring of family and wealth transfers involving real estate assets, ensuring alignment with broader succession and estate planning objectives.
