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ResidentialLuxury

French Riviera Estate

Nice, France

The legal structuring advice alone saved us hundreds of thousands in taxes.
French Riviera Estate

Project Overview

€4.5M

Investment Value

5 Months

Acquisition Timeline

€180K

Annual Tax Saving

Client Goals

  • Acquire historic chateau on the French Riviera
  • Optimize tax structure for overseas property ownership
  • Complete renovation to luxury standard
  • Generate premium rental income during non-occupancy periods

The Challenge

  • Complex French inheritance and property tax laws for non-residents
  • Historic building renovation permits and heritage restrictions
  • Coordinating international legal and tax advisors across jurisdictions

Approach & Process

Property Search & Valuation

Identified historic chateau with renovation potential

  • Shortlisted 4 Riviera estates
  • Commissioned independent structural survey
  • Negotiated €300K below asking price

Legal & Tax Structuring

Optimized ownership structure for maximum tax efficiency

  • SCI (French property company) established
  • International tax treaty benefits applied
  • Annual tax saving of €180K achieved

Renovation & Rental Setup

Managed full renovation and luxury rental launch

  • Heritage-compliant renovation completed
  • Luxury rental management engaged
  • First season fully booked within 3 months

Outcomes & Metrics

€300K

Negotiated Saving

€180K

Annual Tax Saving

€95K

Annual Rental Income

3 Months

Time to Full Booking

Trustmark's expertise in French property law and international tax structuring was exceptional. The chateau is now a stunning rental property and our tax position has been transformed.

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