Asset management consulting

Optimize your tax situation and assets

BGO Patrimoine provides expert guidance to structure, optimize, and secure your tax situation and assets within the complex French-Swiss and international landscape.

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We guide you through your project from start to finish

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Committed to your success

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ABOUT US

Tax and wealth management consulting

BGO Patrimoine streamlines tax and asset management for entrepreneurs and private individuals across France, Switzerland, and internationally. We provide tailored support to optimize and safeguard your financial position.

Drawing on 30 years of combined experience, we deliver independent expertise in aligning French and Swiss legal frameworks to guarantee well-informed decision-making.

30+

years of collective experience

100+

clients advised

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OUR VISION

An expertise, a clear vision

We turn complex tax and wealth management issues into clear, strategic solutions. With our French-Swiss and international expertise, we help you optimize your financial position and secure your future with confidence.

We offer guidance without any conflicts of interest, with complete transparency. Our advice is 100% personalized and adapted to your unique situation to ensure optimal, well-informed decisions.

With 30 years of combined experience, we have mastered French-Swiss tax and wealth regulations, ensuring thorough management and efficient optimization of your wealth and tax filings.

We ensure compliance across all tax and wealth management aspects to protect your interests. Our proactive approach prevents any unwelcome surprises and guarantees stable and worry-free management of your wealth.

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FOUNDER

French-Swiss know-how at your disposal

Drawing on 30 years of combined experience, Baptiste GOUIN and Mickaël SCOCARD offer their international law and tax expertise to manage your wealth, delivering independent support across France and Switzerland.

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CUSTOMER REVIEWS

What our customers say

“I was apprehensive about the administrative complexity involved in setting up in Switzerland. The BGO team supported me step by step, with remarkable expertise and personalized follow-up that reassured me every step of the way.”

Pierre Dubois, Executive

Nyon, Suisse

“Their expertise in Franco-Swiss taxation was decisive in optimizing my wealth situation. Beyond the technical aspects, I particularly appreciated their ability to popularize complex concepts and their constant availability.”

Thomas Bertrand, Entrepreneur

Annecy, France

“Cross-border wealth management was a real headache before I met BGO. Their personalized approach and mastery of the tax subtleties between France and Switzerland enabled me to make informed decisions.”

Marie Laurent, Chief Financial Officer

Genève, Suisse

“As an entrepreneur based in France with a business in Switzerland, I needed cutting-edge support. BGO guided me with professionalism in structuring my business, while optimizing my personal tax situation.”

Alexandre Dumont, Company manager

Lyon, France

“The clarity of their advice and their global vision of my assets made all the difference. They were able to anticipate the issues and provide me with concrete solutions to secure my international investments.”

Sophie Mercier, Investor

Lausanne, Suisse
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We transform international financial complexity into tangible opportunities for your wealth. Our customized approach guarantees a clear and effective strategy, tailored to your objectives.

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30+

Our team has more than three decades of Franco-Swiss wealth management expertise.

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100%

Fully independent advice for objective solutions tailored to your needs.

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100+

Successful cases, reflecting our mastery of cross-border issues.

Plan your success

Find out how to optimize your Franco-Swiss wealth with a tailor-made strategy. Contact our experts today.

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